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
176
$1.28M 0.17%
59,670
-4,361
177
$1.27M 0.17%
+256,793
178
$1.25M 0.17%
317,766
-253,712
179
$1.25M 0.16%
23,975
180
$1.24M 0.16%
290,771
-21,266
181
$1.24M 0.16%
29,182
182
$1.23M 0.16%
450,000
+440,000
183
$1.22M 0.16%
225,797
-16,566
184
$1.21M 0.16%
395,135
-29,094
185
$1.19M 0.16%
61,241
+5,431
186
$1.19M 0.16%
177,522
-17,126
187
$1.19M 0.16%
22,634
-2,301
188
$1.19M 0.16%
7,564
189
$1.17M 0.15%
228,546
-25,550
190
$1.17M 0.15%
46,819
-6,295
191
$1.16M 0.15%
244,081
192
$1.16M 0.15%
116,127
-8,840
193
$1.16M 0.15%
7,845
-1,440
194
$1.16M 0.15%
+21,922
195
$1.16M 0.15%
152,000
-11,109
196
$1.15M 0.15%
18,584
-1,366
197
$1.13M 0.15%
35,641
198
$1.13M 0.15%
26,039
-3,831
199
$1.12M 0.15%
47,346
+137
200
$1.12M 0.15%
9,390
+3,919
6 7
8
9 10