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
126
$1.29M 0.2%
51,748
-44,759
127
$1.29M 0.2%
51,042
-2,604
128
$1.28M 0.2%
177,449
+41,785
129
$1.27M 0.19%
+124,701
130
$1.26M 0.19%
13,471
-7,076
131
$1.24M 0.19%
10,534
+1,564
132
$1.24M 0.19%
29,441
+109
133
$1.23M 0.19%
34,128
-1,839
134
$1.21M 0.18%
46,149
-2,759
135
$1.2M 0.18%
+30,568
136
$1.19M 0.18%
+80,796
137
$1.17M 0.18%
24,860
-1,207
138
$1.17M 0.18%
33,443
-1,779
139
$1.16M 0.18%
67,120
-3,310
140
$1.16M 0.18%
+38,445
141
$1.16M 0.18%
2,122
-137
142
$1.15M 0.18%
79,961
-4,338
143
$1.15M 0.18%
26,782
-1,432
144
$1.15M 0.18%
32,571
-2,097
145
$1.14M 0.18%
91,243
-4,564
146
$1.13M 0.17%
+23,838
147
$1.11M 0.17%
25,851
-1,326
148
$1.11M 0.17%
+16,601
149
$1.09M 0.17%
85,775
-53,005
150
$1.08M 0.17%
42,525
-2,741
4 5
6
7 8