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
$679M
AUM Growth
-$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$8.72M
3
+$6.52M
4
CSIQ icon
Canadian Solar
CSIQ
+$5.9M
5
ULTI
Ultimate Software Group Inc
ULTI
+$5.24M

Top Sells

1
+$9.82M
2
+$8.13M
3
+$6.86M
4
AAL icon
American Airlines Group
AAL
+$6.07M
5
YHOO
Yahoo Inc
YHOO
+$5.15M

Sector Composition

1 Technology 19.65%
2 Healthcare 18.53%
3 Industrials 13.11%
4 Energy 11.79%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6M 0.88%
192,387
-35,593
27
$5.99M 0.88%
141,743
+34,760
28
$5.9M 0.87%
+188,690
29
$5.24M 0.77%
+37,946
30
$5.21M 0.77%
49,712
-12,574
31
$5.15M 0.76%
64,004
-418
32
$5.15M 0.76%
72,484
+65,496
33
$5.15M 0.76%
106,830
-2,961
34
$4.69M 0.69%
40,099
+2,529
35
$4.67M 0.69%
174,026
+82,411
36
$4.66M 0.69%
172,937
-3,609
37
$4.59M 0.68%
14,548
-635
38
$4.29M 0.63%
+55,986
39
$4.23M 0.62%
69,213
40
$4.23M 0.62%
48,644
+46,083
41
$4.18M 0.62%
31,990
+5,724
42
$4.05M 0.6%
+217,800
43
$4.05M 0.6%
18,148
+231
44
$3.93M 0.58%
+21,019
45
$3.91M 0.58%
62,578
+23,378
46
$3.85M 0.57%
111,399
-1,013
47
$3.83M 0.56%
98,948
-2,446
48
$3.8M 0.56%
173,185
49
$3.78M 0.56%
88,054
-141,210
50
$3.73M 0.55%
32,822
+13,024
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