EIM

Essex Investment Management Portfolio holdings

AUM $632M
1-Year Est. Return 95.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+95.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$677M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$6.93M
3
+$5.16M
4
BABA icon
Alibaba
BABA
+$4.71M
5
EFOR
Everforth Inc
EFOR
+$4.32M

Top Sells

1
+$10.1M
2
+$7.22M
3
+$6.34M
4
ILMN icon
Illumina
ILMN
+$6.02M
5
CORT icon
Corcept Therapeutics
CORT
+$5.39M

Sector Composition

1 Technology 21.63%
2 Healthcare 20.59%
3 Industrials 12.81%
4 Consumer Discretionary 8.35%
5 Materials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$302K 0.04%
22,987
-26,950
302
$299K 0.04%
40,501
+3,479
303
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304
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-291
305
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306
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307
$291K 0.04%
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308
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309
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82,908
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310
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311
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312
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11,812
-14,613
313
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314
$266K 0.04%
261,035
+28,995
315
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316
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317
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318
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4,281
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4,515
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320
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143,795
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$233K 0.03%
2,155
323
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88,772
-77,002
324
$231K 0.03%
10,022
-4,472
325
$230K 0.03%
2,550
11 12
13
14 15