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
101
$1.63M 0.29%
+46,109
102
$1.62M 0.29%
+25,357
103
$1.62M 0.29%
+160,026
104
$1.59M 0.28%
+32,625
105
$1.58M 0.28%
+82,108
106
$1.58M 0.28%
+122,796
107
$1.52M 0.27%
+420,431
108
$1.5M 0.26%
+125,286
109
$1.49M 0.26%
+28,781
110
$1.48M 0.26%
+143,745
111
$1.48M 0.26%
+40,367
112
$1.46M 0.26%
+94,073
113
$1.46M 0.26%
+16,293
114
$1.41M 0.25%
+34,463
115
$1.41M 0.25%
+93,661
116
$1.38M 0.24%
+26,001
117
$1.35M 0.24%
+20,685
118
$1.33M 0.24%
+76,423
119
$1.31M 0.23%
+37,837
120
$1.31M 0.23%
+256,462
121
$1.28M 0.23%
+54,986
122
$1.28M 0.23%
+32,107
123
$1.28M 0.23%
+37,598
124
$1.27M 0.23%
+95,510
125
$1.26M 0.22%
+10,979
3 4
5
6 7