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
101
$1.79M 0.27%
224,349
-11,265
102
$1.73M 0.26%
26,609
-7,291
103
$1.72M 0.26%
25,342
+1,355
104
$1.67M 0.26%
49,589
-92,154
105
$1.64M 0.25%
31,324
106
$1.63M 0.25%
37,975
107
$1.58M 0.24%
+121,661
108
$1.58M 0.24%
131,688
-7,848
109
$1.47M 0.23%
28,738
-1,304
110
$1.46M 0.22%
12,027
-537
111
$1.45M 0.22%
107,883
+30,469
112
$1.39M 0.21%
11,684
-20,306
113
$1.39M 0.21%
42,568
-2,293
114
$1.39M 0.21%
20,449
-1,046
115
$1.38M 0.21%
+148,640
116
$1.38M 0.21%
16,028
117
$1.36M 0.21%
22,409
-10,636
118
$1.35M 0.21%
29,324
-1,517
119
$1.35M 0.21%
+71,472
120
$1.34M 0.21%
32,155
-1,552
121
$1.34M 0.2%
30,531
-1,627
122
$1.33M 0.2%
55,490
-11,479
123
$1.33M 0.2%
133,020
-6,756
124
$1.32M 0.2%
121,028
-7,235
125
$1.31M 0.2%
24,422
3 4
5
6 7