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
151
$1.51M 0.2%
33,104
-88,255
152
$1.51M 0.2%
56,331
+30,443
153
$1.5M 0.2%
+356,712
154
$1.49M 0.2%
69,657
-5,088
155
$1.48M 0.2%
17,007
-2,254
156
$1.46M 0.19%
90,521
-6,690
157
$1.44M 0.19%
125,764
-9,182
158
$1.43M 0.19%
70,846
-9,147
159
$1.42M 0.19%
18,401
-1,861
160
$1.41M 0.19%
87,715
-6,427
161
$1.41M 0.18%
71,304
-9,303
162
$1.37M 0.18%
106,767
-8,234
163
$1.37M 0.18%
38,975
-3,110
164
$1.36M 0.18%
111,089
-8,087
165
$1.35M 0.18%
58,012
-7,598
166
$1.35M 0.18%
27,493
-69,855
167
$1.34M 0.18%
16,861
168
$1.33M 0.17%
239,226
-13,243
169
$1.33M 0.17%
3,923
170
$1.32M 0.17%
30,043
-3,989
171
$1.32M 0.17%
+3,848
172
$1.3M 0.17%
15,659
-4,084
173
$1.3M 0.17%
+25,463
174
$1.3M 0.17%
475,893
+260,156
175
$1.28M 0.17%
185,791
-13,748
5 6
7
8 9