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
251
$41.6K 0.01%
2,661
252
$41.5K 0.01%
117
253
$40.8K 0.01%
404
254
$40K 0.01%
364
255
$39.3K 0.01%
1,266
256
$39.1K 0.01%
131
257
$36.9K 0.01%
76
258
$36.5K 0.01%
697
+98
259
$36.3K 0.01%
1,204
+290
260
$36.2K 0.01%
823
261
$35.4K 0.01%
81
-69
262
$33.3K 0.01%
1,123
263
$33.1K 0.01%
567
-450
264
$32.8K 0.01%
929
265
$31.4K 0.01%
88
266
$29.6K 0.01%
390
267
$28.7K 0.01%
331
268
$28.6K 0.01%
1,665
269
$28.1K 0.01%
50
270
$27.8K 0.01%
318
271
$25.8K ﹤0.01%
607
272
$25.6K ﹤0.01%
1,166
273
$25.3K ﹤0.01%
771
274
$23.3K ﹤0.01%
70
275
$22.4K ﹤0.01%
83
9 10
11
12 13