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
76
$2.39M 0.42%
+121,522
77
$2.35M 0.41%
+35,024
78
$2.34M 0.41%
+81,542
79
$2.33M 0.41%
+30,068
80
$2.24M 0.4%
+111,776
81
$2.21M 0.39%
+278,225
82
$2.19M 0.39%
+25,492
83
$2.18M 0.39%
+33,578
84
$2.17M 0.38%
+61,431
85
$2.15M 0.38%
+49,219
86
$2.13M 0.38%
+164,177
87
$2.03M 0.36%
+27,895
88
$2.01M 0.35%
+25,200
89
$1.98M 0.35%
+56,853
90
$1.98M 0.35%
+172,536
91
$1.97M 0.35%
+39,037
92
$1.95M 0.34%
+25,927
93
$1.94M 0.34%
+33,877
94
$1.93M 0.34%
+135,444
95
$1.86M 0.33%
+24,170
96
$1.85M 0.33%
+173,037
97
$1.84M 0.32%
+58,771
98
$1.81M 0.32%
+45,500
99
$1.8M 0.32%
+353,077
100
$1.7M 0.3%
+425,847
2 3
4
5 6