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
76
$2.85M 0.38%
93,342
-11,292
77
$2.83M 0.37%
106,230
-1,360
78
$2.82M 0.37%
61,653
-3,508
79
$2.79M 0.37%
197,064
-130,562
80
$2.73M 0.36%
+29,903
81
$2.71M 0.36%
76,626
-6,528
82
$2.69M 0.35%
130,368
-1,839
83
$2.68M 0.35%
130,754
-14,504
84
$2.67M 0.35%
167,796
-16,199
85
$2.64M 0.35%
321,543
+17,999
86
$2.64M 0.35%
118,273
87
$2.58M 0.34%
+470,740
88
$2.58M 0.34%
142,793
+23,261
89
$2.56M 0.34%
346,283
-16,410
90
$2.52M 0.33%
279,492
-20,430
91
$2.5M 0.33%
499,934
-36,747
92
$2.49M 0.33%
91,118
+60,294
93
$2.49M 0.33%
155,859
-19,901
94
$2.48M 0.33%
42,903
-4,110
95
$2.46M 0.32%
215,481
-16,142
96
$2.39M 0.31%
45,715
-8,303
97
$2.36M 0.31%
28,622
-140
98
$2.36M 0.31%
+266,304
99
$2.34M 0.31%
183,553
-13,431
100
$2.32M 0.31%
33,758
2 3
4
5 6