EIM

Essex Investment Management Portfolio holdings

AUM $656M
1-Year Est. Return 72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$638M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.38M
3
+$2.98M
4
BABA icon
Alibaba
BABA
+$2.89M
5
CGNX icon
Cognex
CGNX
+$2.67M

Top Sells

1
+$8.7M
2
+$4.96M
3
+$3.43M
4
RTN
Raytheon Company
RTN
+$3.25M
5
NTNX icon
Nutanix
NTNX
+$3.02M

Sector Composition

1 Technology 25.25%
2 Healthcare 13.79%
3 Industrials 12.53%
4 Consumer Discretionary 10.67%
5 Financials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$441K 0.07%
+33,833
277
$437K 0.07%
5,391
-85
278
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5,500
-2,608
279
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+83
280
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19,430
-3,225
281
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14,598
-229
282
$398K 0.06%
16,795
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283
$387K 0.06%
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284
$386K 0.06%
30,000
285
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+10,384
286
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287
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288
$366K 0.06%
87,611
-14,044
289
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3,229
290
$353K 0.06%
10,788
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291
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292
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293
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13
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294
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6,731
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295
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13,500
296
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5,371
-1,174
297
$320K 0.05%
3,924
298
$314K 0.05%
15,424
-240
299
$314K 0.05%
15,273
-10,516
300
$310K 0.05%
40,000
10 11
12
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