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
201
$1.12M 0.15%
31,541
-4,245
202
$1.1M 0.15%
+400,000
203
$1.07M 0.14%
47,539
-5,417
204
$1.04M 0.14%
42,460
-5,579
205
$1.02M 0.13%
12,643
+859
206
$1.02M 0.13%
12,550
-239
207
$1.01M 0.13%
+313,266
208
$996K 0.13%
21,790
-29,290
209
$991K 0.13%
16,363
-2,429
210
$982K 0.13%
101,303
-7,413
211
$982K 0.13%
94,835
-6,892
212
$981K 0.13%
19,948
+881
213
$979K 0.13%
11,280
214
$971K 0.13%
21,340
-2,720
215
$967K 0.13%
+97,191
216
$965K 0.13%
+49,258
217
$964K 0.13%
89,278
-144,050
218
$955K 0.13%
17,705
-604
219
$953K 0.13%
39,024
220
$933K 0.12%
19,114
-2,391
221
$929K 0.12%
12,983
-1,506
222
$924K 0.12%
186,329
+20,905
223
$894K 0.12%
74,828
224
$888K 0.12%
18,841
-2,024
225
$887K 0.12%
36,576
-6,341
7 8
9
10 11