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
$507M
AUM Growth
-$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.44M
3
+$3.64M
4
NEE icon
NextEra Energy
NEE
+$2.36M
5
ARWR icon
Arrowhead Research
ARWR
+$2.31M

Top Sells

1
+$8.82M
2
+$4.67M
3
+$4.61M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$3.95M
5
KRNT icon
Kornit Digital
KRNT
+$3.52M

Sector Composition

1 Industrials 27.31%
2 Technology 26.26%
3 Healthcare 17.88%
4 Financials 6.02%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.02K ﹤0.01%
108
-18
302
$879 ﹤0.01%
5
303
$26 ﹤0.01%
+1
304
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-117,528
305
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-82,769
306
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-49,165
307
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-17,743
308
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-86,288
309
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-143,375
310
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-276,872
311
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-90,405
312
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-87,780
313
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-223,075
314
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-154,647
315
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-561,693
316
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-10,510
317
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-2,100
318
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-387
319
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-59,181
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-84,770
321
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-159,546
322
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-5,296
323
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-183,628
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-11,210
325
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-6,059
10 11 12
13
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