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
101
$2.3M 0.3%
176,659
-21,633
102
$2.27M 0.3%
182,482
-32,262
103
$2.23M 0.29%
72,784
-15,583
104
$2.23M 0.29%
+56,721
105
$2.22M 0.29%
30,320
-4,108
106
$2.2M 0.29%
303,442
-22,176
107
$2.2M 0.29%
54,650
108
$2.11M 0.28%
90,810
-12,027
109
$2.09M 0.27%
108,183
-7,890
110
$2.04M 0.27%
68,265
-9,319
111
$2.02M 0.27%
28,246
-340
112
$2.02M 0.26%
65,933
-2,992
113
$2.01M 0.26%
20,432
+17,845
114
$1.96M 0.26%
120,060
-16,106
115
$1.96M 0.26%
32,510
116
$1.95M 0.26%
72,334
+29
117
$1.94M 0.26%
233,762
-12,761
118
$1.9M 0.25%
102,480
-15,428
119
$1.89M 0.25%
+54,078
120
$1.89M 0.25%
164,787
+35,595
121
$1.88M 0.25%
23,689
-117
122
$1.86M 0.24%
38,844
+19
123
$1.84M 0.24%
51,464
-3,801
124
$1.82M 0.24%
120,901
-4,480
125
$1.81M 0.24%
41,303
-5,103
3 4
5
6 7