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
51
$3.71M 0.55%
220,918
-1,637
52
$3.7M 0.54%
42,626
53
$3.66M 0.54%
223,564
+6,728
54
$3.65M 0.54%
278,619
-19,807
55
$3.53M 0.52%
74,004
+351
56
$3.46M 0.51%
71,238
+52,781
57
$3.3M 0.49%
109,670
+29,693
58
$3.21M 0.47%
34,827
-20
59
$3.19M 0.47%
124,898
-5,972
60
$3.08M 0.45%
17,938
+9,291
61
$2.95M 0.43%
119,045
+3,704
62
$2.85M 0.42%
322,793
63
$2.85M 0.42%
67,320
-70
64
$2.84M 0.42%
+71,700
65
$2.83M 0.42%
96,507
-8,220
66
$2.68M 0.39%
104,982
-14,187
67
$2.62M 0.39%
147,034
-20,655
68
$2.6M 0.38%
22,266
-25,000
69
$2.6M 0.38%
28,575
+2,884
70
$2.59M 0.38%
27,453
+12,146
71
$2.58M 0.38%
+33,900
72
$2.58M 0.38%
24,651
-33
73
$2.57M 0.38%
31,777
-70
74
$2.56M 0.38%
49,579
75
$2.5M 0.37%
93,792
-1,107
1 2
3
4 5