EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+6.5%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$687M
AUM Growth
-$20.5M
(-2.9%)
Cap. Flow
-$32.6M
Cap. Flow
% of AUM
-4.74%
Top 10 Holdings %
Top 10 Hldgs %
17.14%
Holding
404
New
44
Increased
124
Reduced
141
Closed
60
Top Buys
| 1 |
YHOO
Yahoo Inc
YHOO
|
+$6.81M |
| 2 |
Honeywell
HON
|
+$5.98M |
| 3 |
Halliburton
HAL
|
+$4.09M |
| 4 |
VanEck Junior Gold Miners ETF
GDXJ
|
+$3.88M |
| 5 |
VMW
VMware, Inc
VMW
|
+$3.72M |
Top Sells
| 1 |
GE Aerospace
GE
|
+$8.14M |
| 2 |
Agnico Eagle Mines
AEM
|
+$7.6M |
| 3 |
GMCR
KEURIG GREEN MTN INC
GMCR
|
+$7.54M |
| 4 |
Starbucks
SBUX
|
+$7.15M |
| 5 |
Microsoft
MSFT
|
+$6.69M |
Sector Composition
| 1 | Healthcare | 19.06% |
| 2 | Industrials | 18.99% |
| 3 | Technology | 16.2% |
| 4 | Financials | 11.42% |
| 5 | Energy | 10.7% |