EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+19.13%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$707M
AUM Growth
+$47.7M
(+7.2%)
Cap. Flow
-$9.29M
Cap. Flow
% of AUM
-1.31%
Top 10 Holdings %
Top 10 Hldgs %
18.49%
Holding
441
New
85
Increased
135
Reduced
108
Closed
81
Top Buys
| 1 |
Apple
AAPL
|
+$15M |
| 2 |
WisdomTree
WT
|
+$12.7M |
| 3 |
Agnico Eagle Mines
AEM
|
+$7.07M |
| 4 |
YHOO
Yahoo Inc
YHOO
|
+$6.94M |
| 5 |
GMCR
KEURIG GREEN MTN INC
GMCR
|
+$5.57M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$12.8M |
| 2 |
SPLK
Splunk Inc
SPLK
|
+$8.75M |
| 3 |
SuRo Capital
SSSS
|
+$7.8M |
| 4 |
APC
Anadarko Petroleum
APC
|
+$7.09M |
| 5 |
DATA
Tableau Software, Inc.
DATA
|
+$7.07M |
Sector Composition
| 1 | Healthcare | 18.13% |
| 2 | Industrials | 17.02% |
| 3 | Technology | 16.86% |
| 4 | Financials | 12.73% |
| 5 | Energy | 7.63% |
