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
151
$1.08M 0.17%
+73,623
152
$1.06M 0.16%
36,134
-1,847
153
$1.04M 0.16%
80,621
-5,197
154
$1.04M 0.16%
+13,357
155
$1.03M 0.16%
+108,061
156
$1.02M 0.16%
101,324
-6,530
157
$1.02M 0.16%
104,789
-6,757
158
$1.01M 0.16%
7,441
-3,411
159
$1.01M 0.15%
124,220
-1,790
160
$994K 0.15%
88,031
-5,672
161
$992K 0.15%
5,181
-333
162
$948K 0.15%
+109,130
163
$943K 0.14%
381,960
-24,624
164
$935K 0.14%
47,779
-50,319
165
$933K 0.14%
5,848
-46
166
$928K 0.14%
17,344
-1,117
167
$919K 0.14%
179,053
-11,538
168
$906K 0.14%
+178,349
169
$904K 0.14%
65,396
-7,216
170
$902K 0.14%
+43,875
171
$897K 0.14%
+376,879
172
$890K 0.14%
+100,288
173
$883K 0.14%
4,492
-284
174
$883K 0.14%
10,471
175
$881K 0.13%
+204,307
5 6
7
8 9