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
$761M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.26M
3
+$5.26M
4
APC
Anadarko Petroleum
APC
+$4.22M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.81M

Top Sells

1
+$4.13M
2
+$4.03M
3
+$3.43M
4
BA icon
Boeing
BA
+$3.18M
5
VCRA
VOCERA COMMUNICATIONS, INC.
VCRA
+$3.04M

Sector Composition

1 Technology 21.61%
2 Healthcare 18.59%
3 Industrials 13.8%
4 Consumer Discretionary 10.64%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$190K 0.03%
32,309
-3,270
352
$185K 0.02%
+20,112
353
$178K 0.02%
14,582
-1,479
354
$160K 0.02%
10,108
-4,200
355
$151K 0.02%
15,440
-1,000
356
$148K 0.02%
+10,984
357
$144K 0.02%
59,400
358
$142K 0.02%
6,488
-1,946
359
$136K 0.02%
25,329
-15,800
360
$127K 0.02%
34,801
-13,904
361
$126K 0.02%
70,240
+20,852
362
$114K 0.02%
38,700
-12,158
363
$89K 0.01%
+14,910
364
$71K 0.01%
+35,904
365
$70K 0.01%
+14,564
366
$20K ﹤0.01%
20,000
367
$12K ﹤0.01%
+10,352
368
– –
-10,206
369
– –
-75,168
370
– –
-100,594
371
– –
-32,621
372
– –
-23,868
373
– –
-12,164
374
– –
-186,330
375
– –
-132,830
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