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
– –
-4,000
356
– –
-42,644
357
– –
-54,473
358
– –
-24,830
359
– –
-21,019
360
– –
-147,034
361
– –
-65,325
362
– –
-129,834
363
– –
-31,100
364
– –
-2,932
365
– –
-207,904
366
– –
-47,245
367
– –
-2,035
368
– –
-173,185
369
– –
-14,370
370
– –
-6,847
371
– –
-25,079
372
– –
-108,925
373
– –
-135,205
374
– –
-262,700
375
– –
-16,156
13 14
15
16 17