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
$687M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$5.98M
3
+$4.09M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$3.88M
5
VMW
VMware, Inc
VMW
+$3.72M

Top Sells

1
+$8.14M
2
+$7.6M
3
+$7.54M
4
SBUX icon
Starbucks
SBUX
+$7.15M
5
MSFT icon
Microsoft
MSFT
+$6.69M

Sector Composition

1 Healthcare 19.06%
2 Industrials 18.99%
3 Technology 16.2%
4 Financials 11.42%
5 Energy 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.75M 0.26%
39,769
+1,794
127
$1.75M 0.25%
34,298
+30,309
128
$1.71M 0.25%
25,691
+2,375
129
$1.67M 0.24%
40,736
-163,200
130
$1.65M 0.24%
29,901
+215
131
$1.65M 0.24%
159,544
-11,920
132
$1.62M 0.24%
41,641
+4,248
133
$1.61M 0.23%
46,017
+3,997
134
$1.61M 0.23%
22,177
+9,799
135
$1.6M 0.23%
8,647
-10,047
136
$1.59M 0.23%
88,148
+10
137
$1.59M 0.23%
10,628
-548
138
$1.56M 0.23%
34,036
-356
139
$1.55M 0.23%
31,384
-112
140
$1.54M 0.22%
+56,115
141
$1.52M 0.22%
+41,944
142
$1.48M 0.21%
116,353
+22,921
143
$1.47M 0.21%
+98,422
144
$1.46M 0.21%
110,310
+2,561
145
$1.45M 0.21%
12,755
-2,391
146
$1.44M 0.21%
+133,913
147
$1.44M 0.21%
143,012
+14,592
148
$1.44M 0.21%
103,098
+10,525
149
$1.43M 0.21%
47,720
+1,325
150
$1.43M 0.21%
31,664
+939
4 5
6
7 8