EIM

Essex Investment Management Portfolio holdings

AUM $656M
1-Year Est. Return 72.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$550M
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$2.92M
3
+$2.47M
4
MAMA icon
Mama's Creations
MAMA
+$2.39M
5
ORN icon
Orion Group Holdings
ORN
+$2.25M

Top Sells

1
+$7.08M
2
+$6.56M
3
+$4.56M
4
GNRC icon
Generac Holdings
GNRC
+$3.88M
5
GWRE icon
Guidewire Software
GWRE
+$3.34M

Sector Composition

1 Industrials 30.79%
2 Technology 26.01%
3 Healthcare 18.4%
4 Financials 6.04%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$89.6K 0.02%
1,132
227
$81.8K 0.01%
549
228
$81.5K 0.01%
43,105
-510
229
$75.8K 0.01%
362
230
$74.5K 0.01%
10,059
-120
231
$73.2K 0.01%
402
232
$63.1K 0.01%
611
233
$61.7K 0.01%
842
234
$60.1K 0.01%
338
+111
235
$56.8K 0.01%
320
236
$56.2K 0.01%
1,297
237
$56.1K 0.01%
7,013
-82
238
$54.1K 0.01%
2,043
239
$53.3K 0.01%
1,210
240
$52.4K 0.01%
686
241
$51.8K 0.01%
1,120
242
$51.1K 0.01%
363
243
$49K 0.01%
1,709
244
$48.7K 0.01%
319
245
$47.6K 0.01%
362
246
$46K 0.01%
1,996
247
$44.8K 0.01%
430
248
$44.6K 0.01%
193
249
$42.7K 0.01%
680
250
$42K 0.01%
1,238
8 9
10
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