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
$567M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.1M
3
+$12.8M
4
CELG
Celgene Corp
CELG
+$10.6M
5
SBUX icon
Starbucks
SBUX
+$9.97M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.49%
2 Industrials 15.34%
3 Healthcare 14.86%
4 Financials 11.65%
5 Communication Services 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.75M 0.84%
+50,437
27
$4.72M 0.83%
+77,305
28
$4.67M 0.82%
+70,952
29
$4.58M 0.81%
+86,062
30
$4.49M 0.79%
+74,166
31
$4.46M 0.79%
+248,756
32
$4.45M 0.79%
+133,938
33
$4.22M 0.74%
+313,502
34
$4.21M 0.74%
+135,785
35
$4.2M 0.74%
+100,646
36
$4.1M 0.72%
+177,483
37
$3.99M 0.7%
+87,392
38
$3.98M 0.7%
+187,606
39
$3.78M 0.67%
+257,851
40
$3.67M 0.65%
+123,260
41
$3.65M 0.64%
+43,810
42
$3.62M 0.64%
+120,925
43
$3.59M 0.63%
+61,356
44
$3.58M 0.63%
+191,490
45
$3.58M 0.63%
+139,820
46
$3.55M 0.63%
+136,633
47
$3.53M 0.62%
+59,186
48
$3.53M 0.62%
+127,513
49
$3.45M 0.61%
+111,605
50
$3.34M 0.59%
+83,205
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