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
$584M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$6.19M
3
+$4.88M
4
LUV icon
Southwest Airlines
LUV
+$4.53M
5
AAPL icon
Apple
AAPL
+$4.33M

Top Sells

1
+$13.5M
2
+$8.85M
3
+$6.73M
4
META icon
Meta Platforms (Facebook)
META
+$5.72M
5
SUNE
SUNEDISON, INC COM
SUNE
+$5.52M

Sector Composition

1 Technology 28.16%
2 Healthcare 17.69%
3 Industrials 10.92%
4 Consumer Discretionary 9.93%
5 Materials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.86M 0.32%
59,826
+1,711
77
$1.83M 0.31%
19,022
-17
78
$1.77M 0.3%
39,734
79
$1.76M 0.3%
42,626
80
$1.74M 0.3%
37,292
+271
81
$1.7M 0.29%
75,346
-1,126
82
$1.7M 0.29%
60,603
-129
83
$1.68M 0.29%
87,159
-9,173
84
$1.67M 0.29%
40,749
+492
85
$1.62M 0.28%
106,405
+15,777
86
$1.59M 0.27%
17,005
-1,753
87
$1.53M 0.26%
87,732
-8,705
88
$1.53M 0.26%
60,297
-24,251
89
$1.46M 0.25%
44,006
-11,068
90
$1.43M 0.24%
81,701
+10,000
91
$1.41M 0.24%
35,039
-3,389
92
$1.4M 0.24%
74,572
+33,327
93
$1.4M 0.24%
82,556
-4,596
94
$1.4M 0.24%
55,732
-21,636
95
$1.4M 0.24%
25,431
+307
96
$1.39M 0.24%
212,383
+32,830
97
$1.32M 0.23%
54,204
-5,825
98
$1.29M 0.22%
45,573
-4,234
99
$1.28M 0.22%
59,099
-5,482
100
$1.27M 0.22%
38,393
-909
2 3
4
5 6