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
$761M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.26M
3
+$5.26M
4
APC
Anadarko Petroleum
APC
+$4.22M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.81M

Top Sells

1
+$4.13M
2
+$4.03M
3
+$3.43M
4
BA icon
Boeing
BA
+$3.18M
5
VCRA
VOCERA COMMUNICATIONS, INC.
VCRA
+$3.04M

Sector Composition

1 Technology 21.61%
2 Healthcare 18.59%
3 Industrials 13.8%
4 Consumer Discretionary 10.64%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.65M 0.87%
52,556
-4,262
27
$6.46M 0.85%
74,541
-2,553
28
$6.4M 0.84%
26,669
+6,358
29
$5.91M 0.78%
100,264
-7,633
30
$5.9M 0.78%
56,053
-1,422
31
$5.86M 0.77%
97,069
+69,903
32
$5.83M 0.77%
159,654
-42,982
33
$5.48M 0.72%
99,939
+95,895
34
$5.45M 0.72%
136,641
-5,898
35
$5.35M 0.7%
315,597
-38,355
36
$5.26M 0.69%
+56,717
37
$5.16M 0.68%
110,026
-22,349
38
$5.03M 0.66%
64,533
-10,136
39
$5.01M 0.66%
81,656
-312
40
$4.6M 0.6%
91,550
-802
41
$4.46M 0.59%
59,180
+35,080
42
$4.28M 0.56%
132
-5
43
$4.2M 0.55%
374,017
+286,710
44
$4.18M 0.55%
70,525
+21
45
$4.18M 0.55%
77,072
46
$4M 0.53%
74,855
-5,885
47
$3.92M 0.52%
63,625
-1,887
48
$3.81M 0.5%
+173,339
49
$3.81M 0.5%
16,315
-1,196
50
$3.78M 0.5%
51,822
+26,495
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