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
$679M
AUM Growth
-$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$8.72M
3
+$6.52M
4
CSIQ icon
Canadian Solar
CSIQ
+$5.9M
5
ULTI
Ultimate Software Group Inc
ULTI
+$5.24M

Top Sells

1
+$9.82M
2
+$8.13M
3
+$6.86M
4
AAL icon
American Airlines Group
AAL
+$6.07M
5
YHOO
Yahoo Inc
YHOO
+$5.15M

Sector Composition

1 Technology 19.65%
2 Healthcare 18.53%
3 Industrials 13.11%
4 Energy 11.79%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.24M 0.18%
8,970
+1,834
152
$1.24M 0.18%
27,227
-4,437
153
$1.22M 0.18%
+70,430
154
$1.22M 0.18%
+111,936
155
$1.21M 0.18%
48,908
-9,173
156
$1.2M 0.18%
+28,214
157
$1.18M 0.17%
41,070
-6,650
158
$1.18M 0.17%
34,668
-6,973
159
$1.18M 0.17%
+285,347
160
$1.18M 0.17%
24,830
-29,384
161
$1.18M 0.17%
+35,222
162
$1.18M 0.17%
37,981
-70,719
163
$1.17M 0.17%
135,664
-27,308
164
$1.15M 0.17%
+186,491
165
$1.13M 0.17%
+52,910
166
$1.12M 0.17%
3,718
-3,467
167
$1.12M 0.17%
126,010
168
$1.09M 0.16%
20,547
-13,547
169
$1.08M 0.16%
8,636
+136
170
$1.08M 0.16%
93,058
-23,295
171
$1.06M 0.16%
128,263
-24,044
172
$1.05M 0.16%
+262,335
173
$1.05M 0.15%
54,473
-24,949
174
$1.05M 0.15%
84,299
-14,123
175
$1.05M 0.15%
50,349
-7,741
5 6
7
8 9