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
76
$2.4M 0.37%
727,436
+442,089
77
$2.4M 0.37%
22,511
-2,140
78
$2.4M 0.37%
64,545
+17,608
79
$2.35M 0.36%
27,998
+224
80
$2.3M 0.35%
99,872
+28,924
81
$2.28M 0.35%
35,022
-630
82
$2.26M 0.35%
43,655
+69
83
$2.25M 0.35%
49,579
84
$2.22M 0.34%
+84,156
85
$2.2M 0.34%
60,878
+282
86
$2.14M 0.33%
42,779
87
$2.1M 0.32%
68,806
-493
88
$2.07M 0.32%
6,640
+39
89
$2.04M 0.31%
11,468
+22
90
$2.02M 0.31%
78,164
-2,768
91
$2.01M 0.31%
43,301
+1,943
92
$1.95M 0.3%
52,835
-1,059
93
$1.91M 0.29%
79,551
-4,178
94
$1.91M 0.29%
44,742
-22,578
95
$1.89M 0.29%
47,372
+415
96
$1.86M 0.29%
24,508
-973
97
$1.84M 0.28%
28,680
-420
98
$1.83M 0.28%
37,722
+10,495
99
$1.81M 0.28%
123,115
-6,473
100
$1.8M 0.28%
39,734
-6,617
2 3
4
5 6