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
126
$1.78M 0.23%
123,698
-9,050
127
$1.76M 0.23%
217,507
-18,258
128
$1.75M 0.23%
44,897
129
$1.75M 0.23%
122,074
-12,891
130
$1.73M 0.23%
57,677
-11,988
131
$1.69M 0.22%
56,801
-34,946
132
$1.68M 0.22%
31,667
-5,583
133
$1.67M 0.22%
37,762
-4,996
134
$1.66M 0.22%
444,762
+25,774
135
$1.66M 0.22%
131,234
-19,075
136
$1.65M 0.22%
232,791
-29,453
137
$1.65M 0.22%
+91,792
138
$1.64M 0.22%
51,704
-6,690
139
$1.63M 0.21%
220,697
-16,178
140
$1.63M 0.21%
182,743
-11,668
141
$1.61M 0.21%
138,118
-10,372
142
$1.6M 0.21%
1,171,280
-67,384
143
$1.6M 0.21%
162,360
+59,150
144
$1.6M 0.21%
184,826
-13,541
145
$1.59M 0.21%
116,693
146
$1.59M 0.21%
35,895
-2,732
147
$1.53M 0.2%
96,580
-2,685
148
$1.53M 0.2%
90,385
-928
149
$1.53M 0.2%
53,989
-3,982
150
$1.52M 0.2%
81,845
-10,589
4 5
6
7 8