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
101
$2.1M 0.31%
+25,481
102
$2.09M 0.31%
42,779
+2,360
103
$2.09M 0.31%
+54,633
104
$2.09M 0.31%
23,987
-16,622
105
$2.08M 0.31%
65,138
-434
106
$2.07M 0.3%
83,729
-13,246
107
$2.05M 0.3%
20,863
+127
108
$2.05M 0.3%
+22,275
109
$1.98M 0.29%
+70,948
110
$1.97M 0.29%
28,231
-8,574
111
$1.96M 0.29%
48,009
-41
112
$1.95M 0.29%
31,297
-2,158
113
$1.94M 0.29%
11,446
+31
114
$1.91M 0.28%
37,975
-1,794
115
$1.91M 0.28%
39,192
-1,972
116
$1.89M 0.28%
33,707
+2,724
117
$1.86M 0.27%
+31,100
118
$1.83M 0.27%
21,495
-3,393
119
$1.81M 0.27%
+24,375
120
$1.76M 0.26%
46,937
+12,140
121
$1.74M 0.26%
53,894
-26,696
122
$1.73M 0.25%
41,358
+622
123
$1.67M 0.25%
+262,700
124
$1.67M 0.25%
139,536
-27,259
125
$1.64M 0.24%
46,957
-26,152
3 4
5
6 7