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
51
$3.71M 0.57%
+108,510
52
$3.53M 0.54%
62,360
+18,318
53
$3.51M 0.54%
+104,104
54
$3.46M 0.53%
61,487
-1,091
55
$3.46M 0.53%
74,160
+156
56
$3.32M 0.51%
390,293
+67,500
57
$3.31M 0.51%
114,107
+59,474
58
$3.3M 0.51%
74,727
+15,893
59
$3.28M 0.5%
42,626
60
$3.21M 0.49%
78,666
-183,822
61
$3.16M 0.48%
89,186
+1,132
62
$3.12M 0.48%
100,396
+35,258
63
$3.08M 0.47%
210,739
-12,825
64
$3M 0.46%
108,937
-733
65
$2.92M 0.45%
31,811
+34
66
$2.82M 0.43%
39,085
+7,788
67
$2.8M 0.43%
27,466
+13
68
$2.79M 0.43%
+85,329
69
$2.74M 0.42%
+30
70
$2.73M 0.42%
420,800
+62,762
71
$2.61M 0.4%
136,511
-149,566
72
$2.59M 0.4%
45,231
-3,223
73
$2.53M 0.39%
1,690
+1,135
74
$2.5M 0.38%
22,266
75
$2.5M 0.38%
93,792
1 2
3
4 5