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
$654M
AUM Growth
-$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$6.94M
3
+$6.04M
4
ABBV icon
AbbVie
ABBV
+$5.33M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$5.22M

Top Sells

1
+$9.27M
2
+$8.97M
3
+$7.49M
4
RMTI icon
Rockwell Medical
RMTI
+$4.95M
5
YELP icon
Yelp
YELP
+$4.29M

Sector Composition

1 Technology 20.86%
2 Healthcare 20.86%
3 Industrials 12.59%
4 Financials 10.21%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6M 0.92%
71,019
-5,563
27
$5.96M 0.91%
236,752
-368,172
28
$5.59M 0.86%
63,806
-198
29
$5.53M 0.85%
49,788
+76
30
$5.51M 0.84%
92,113
+22,900
31
$5.24M 0.8%
106,910
-2,313
32
$5.22M 0.8%
+116,420
33
$5.09M 0.78%
173,238
+301
34
$5.07M 0.78%
111,446
+4,616
35
$5.04M 0.77%
76,636
+4,152
36
$4.9M 0.75%
64,052
-25,611
37
$4.9M 0.75%
99,132
+40,904
38
$4.85M 0.74%
+70,924
39
$4.81M 0.74%
14,548
40
$4.69M 0.72%
+153,373
41
$4.57M 0.7%
51,071
+2,427
42
$4.54M 0.69%
18,810
+662
43
$4.41M 0.68%
186,675
-5,712
44
$4.4M 0.67%
212,627
+93,582
45
$4.32M 0.66%
270,719
+234,107
46
$4.04M 0.62%
182,226
+8,200
47
$3.89M 0.59%
107,071
-4,328
48
$3.78M 0.58%
+42,541
49
$3.77M 0.58%
124,528
-370
50
$3.72M 0.57%
98,508
-440
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