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
51
$3.78M 0.5%
66,024
+27,896
52
$3.77M 0.5%
86,862
+15,213
53
$3.73M 0.49%
32,811
-2,539
54
$3.6M 0.47%
165,372
-5,865
55
$3.57M 0.47%
118,978
56
$3.51M 0.46%
67,606
+20,004
57
$3.51M 0.46%
86,774
-3,004
58
$3.44M 0.45%
134,813
-10,618
59
$3.43M 0.45%
111,360
-7,592
60
$3.34M 0.44%
64,091
-4,684
61
$3.3M 0.43%
48,539
+143
62
$3.18M 0.42%
88,614
+797
63
$3.14M 0.41%
27,501
+459
64
$3.13M 0.41%
177,945
65
$3.09M 0.41%
281,199
-81,781
66
$3.02M 0.4%
46,132
+8,301
67
$2.99M 0.39%
150,486
-9,034
68
$2.97M 0.39%
46,580
+20,328
69
$2.96M 0.39%
17,061
-2,191
70
$2.96M 0.39%
+24,400
71
$2.93M 0.39%
29,197
-702
72
$2.92M 0.38%
34,985
-2,962
73
$2.9M 0.38%
38,893
74
$2.87M 0.38%
69,695
-2,980
75
$2.86M 0.38%
221,475
-11,851
1 2
3
4 5