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
151
$1.01M 0.18%
+12,018
152
$1.01M 0.18%
+30,551
153
$999K 0.18%
+66,934
154
– –
0
155
$983K 0.17%
+237,983
156
$965K 0.17%
+278,855
157
$946K 0.17%
+107,018
158
$944K 0.17%
+38,725
159
$922K 0.16%
+44,847
160
$918K 0.16%
+111,720
161
$908K 0.16%
+46,065
162
$888K 0.16%
+7,147
163
$881K 0.16%
+12,096
164
$880K 0.16%
+101,510
165
$879K 0.16%
+8,920
166
$869K 0.15%
+17,404
167
$859K 0.15%
+90,411
168
$856K 0.15%
+37,269
169
$842K 0.15%
+104,835
170
$842K 0.15%
+4,722
171
$841K 0.15%
+38,321
172
$833K 0.15%
+48,583
173
$830K 0.15%
+50,578
174
$808K 0.14%
+14,489
175
$803K 0.14%
+105,918
5 6
7
8 9