EIM

Essex Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 77.05%
This Quarter Est. Return
1 Year Est. Return
+77.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$654M
AUM Growth
-$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$6.94M
3
+$6.04M
4
ABBV icon
AbbVie
ABBV
+$5.33M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$5.22M

Top Sells

1
+$9.27M
2
+$8.97M
3
+$7.49M
4
RMTI icon
Rockwell Medical
RMTI
+$4.95M
5
YELP icon
Yelp
YELP
+$4.29M

Sector Composition

1 Technology 20.86%
2 Healthcare 20.86%
3 Industrials 12.59%
4 Financials 10.21%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$33K 0.01%
+9,955
352
$30K ﹤0.01%
3,406
+2
353
$28K ﹤0.01%
+6,055
354
$27K ﹤0.01%
17,560
-21,894
355
– –
-13,348
356
– –
-34,298
357
– –
-34,827
358
– –
-17,296
359
– –
-22,275
360
– –
-4,817
361
– –
-167,256
362
– –
-11,282
363
– –
-75,047
364
– –
-217,800
365
– –
-3,830
366
– –
-355,600
367
– –
-262,335
368
– –
-65,173
369
– –
-39,192
370
– –
-11,178
371
– –
-24,375
372
– –
-150,303
373
– –
-3,686
374
– –
-70,475
375
– –
-80,818
13 14
15
16 17