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
51
$3.24M 0.57%
+93,746
52
$3.23M 0.57%
+122,163
53
$3.2M 0.56%
+150,784
54
$3.17M 0.56%
+66,184
55
$3.08M 0.54%
+74,695
56
$3.05M 0.54%
+36,044
57
$3.03M 0.53%
+121,718
58
$3.01M 0.53%
+46,848
59
$2.98M 0.53%
+30,259
60
$2.95M 0.52%
+26,536
61
$2.9M 0.51%
+42,601
62
$2.89M 0.51%
+129,866
63
$2.88M 0.51%
+217,187
64
$2.79M 0.49%
+76,414
65
$2.75M 0.49%
+32,830
66
$2.75M 0.48%
+23,213
67
$2.74M 0.48%
+9,340
68
$2.65M 0.47%
+48,577
69
$2.59M 0.46%
+96,870
70
$2.57M 0.45%
+38,884
71
$2.54M 0.45%
+58,976
72
$2.5M 0.44%
+32,267
73
$2.45M 0.43%
+241,074
74
$2.44M 0.43%
+93,180
75
$2.44M 0.43%
+24,652
1 2
3
4 5