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
$707M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$12.7M
3
+$7.07M
4
YHOO
Yahoo Inc
YHOO
+$6.94M
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$5.57M

Top Sells

1
+$12.8M
2
+$8.75M
3
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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379
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-6,318
380
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382
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-17,167
383
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-48,230
384
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-24,700
385
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-838,380
386
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-75,460
387
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-20,323
388
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-58,056
389
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-97,300
390
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-30,300
391
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-26,652
392
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-16,887
393
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394
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395
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-48,595
396
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-25,991
397
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398
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-165,923
399
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-2,080
400
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-2,552
14 15
16
17 18