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
$601M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.83M
3
+$5.57M
4
POT
Potash Corp Of Saskatchewan
POT
+$3.97M
5
GMS
GMS Inc
GMS
+$3.92M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$7.89M
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$6.94M
5
SPLK
Splunk Inc
SPLK
+$4.69M

Sector Composition

1 Technology 22.08%
2 Healthcare 17.86%
3 Materials 11.92%
4 Consumer Discretionary 9.54%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.87M 0.48%
76,724
+16,898
52
$2.85M 0.47%
37,677
53
$2.83M 0.47%
35,627
-38,064
54
$2.81M 0.47%
54,368
+43,359
55
$2.8M 0.47%
85,904
-680
56
$2.78M 0.46%
34,719
-4
57
$2.64M 0.44%
67
-1
58
$2.63M 0.44%
110,880
+10,476
59
$2.61M 0.43%
+17,144
60
$2.61M 0.43%
27,384
+21,864
61
$2.6M 0.43%
47,000
-263
62
$2.47M 0.41%
114,482
+12,996
63
$2.45M 0.41%
16,230
+9,573
64
$2.43M 0.4%
162,067
-189,942
65
$2.38M 0.4%
118,476
-571
66
$2.35M 0.39%
+186,402
67
$2.28M 0.38%
95,396
-185,860
68
$2.27M 0.38%
30,995
-283
69
$2.25M 0.38%
10,641
-772
70
$2.19M 0.37%
39,292
-913
71
$2.17M 0.36%
17,910
-204
72
$2.17M 0.36%
37,637
-3,312
73
$2.15M 0.36%
15,257
-766
74
$2.14M 0.36%
31,245
-79
75
$2.14M 0.36%
99,124
-5,398
1 2
3
4 5