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
126
$1.25M 0.22%
+49,317
127
$1.19M 0.21%
+118,446
128
$1.17M 0.21%
+17,581
129
$1.16M 0.2%
+261,440
130
$1.15M 0.2%
+174,575
131
$1.14M 0.2%
+81,955
132
$1.14M 0.2%
+29,025
133
$1.14M 0.2%
+103,953
134
$1.14M 0.2%
+46,993
135
$1.12M 0.2%
+52,786
136
$1.11M 0.2%
+59,963
137
$1.11M 0.2%
+4,755
138
$1.1M 0.19%
+30,092
139
$1.09M 0.19%
+33,652
140
$1.06M 0.19%
+252,986
141
$1.06M 0.19%
+37,005
142
$1.05M 0.19%
+38,202
143
$1.05M 0.19%
+28,571
144
$1.05M 0.19%
+22,131
145
$1.05M 0.19%
+39,299
146
$1.05M 0.19%
+75,070
147
$1.05M 0.18%
+35,668
148
$1.04M 0.18%
+77,216
149
$1.04M 0.18%
+41,687
150
$1.03M 0.18%
+93,368
4 5
6
7 8