EIM

Essex Investment Management Portfolio holdings

AUM $550M
1-Year Est. Return 61.92%
This Quarter Est. Return
1 Year Est. Return
+61.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$687M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1 +$6.81M
2 +$5.98M
3 +$4.09M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$3.88M
5
VMW
VMware, Inc
VMW
+$3.72M

Top Sells

1 +$8.14M
2 +$7.6M
3 +$7.54M
4
SBUX icon
Starbucks
SBUX
+$7.15M
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-6,561
402
-18,495
403
-70,302
404
-1,187