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
$535M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$5.27M
3
+$4.33M
4
EVER icon
EverQuote
EVER
+$3.93M
5
AGX icon
Argan
AGX
+$3.72M

Top Sells

1
+$7.01M
2
+$5.05M
3
+$4.54M
4
ICHR icon
Ichor Holdings
ICHR
+$4.04M
5
KRUS icon
Kura Sushi USA
KRUS
+$3.31M

Sector Composition

1 Industrials 30.22%
2 Technology 24.08%
3 Healthcare 20.66%
4 Financials 5.77%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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