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
76
$2.48M 0.36%
150,303
-67,350
77
$2.46M 0.36%
358,038
-19,218
78
$2.44M 0.36%
58,834
-855
79
$2.43M 0.36%
+44,042
80
$2.43M 0.36%
35,652
-38
81
$2.38M 0.35%
129,588
-20,978
82
$2.37M 0.35%
80,932
-10,018
83
$2.35M 0.35%
138,780
-91,939
84
$2.35M 0.35%
60,596
-113,481
85
$2.29M 0.34%
+46,071
86
$2.29M 0.34%
43,586
-196
87
$2.28M 0.34%
48,454
-978
88
$2.27M 0.33%
29,100
-1,722
89
$2.24M 0.33%
58,228
-22,636
90
$2.24M 0.33%
69,299
-1,597
91
$2.23M 0.33%
65,325
-2,809
92
$2.22M 0.33%
48,731
+4,898
93
$2.21M 0.33%
+39,246
94
$2.21M 0.33%
33,045
-121,447
95
$2.19M 0.32%
6,601
96
$2.18M 0.32%
27,774
-43
97
$2.16M 0.32%
46,351
-71
98
$2.15M 0.32%
70,475
+40,814
99
$2.12M 0.31%
98,098
-10,367
100
$2.1M 0.31%
235,614
-35,709
2 3
4
5 6