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
326
$230K 0.03%
10,923
+1,296
327
$230K 0.03%
+13,708
328
$225K 0.03%
+4,539
329
$217K 0.03%
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-205
330
$215K 0.03%
156,112
+14,358
331
$208K 0.03%
4,138
-171
332
$207K 0.03%
41,685
+3,581
333
$205K 0.03%
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-197
334
$201K 0.03%
13,303
335
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+6,079
336
$198K 0.03%
8,921
+3,266
337
$198K 0.03%
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338
$197K 0.03%
4,377
339
$197K 0.03%
22,735
-27,670
340
$196K 0.03%
+2,730
341
$192K 0.03%
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342
$191K 0.03%
280,000
343
$191K 0.03%
35,794
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344
$189K 0.03%
8,130
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345
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11,091
-12,170
346
$180K 0.03%
44,194
+3,797
347
$175K 0.03%
+4,932
348
$171K 0.03%
33,165
+2,847
349
$171K 0.03%
42,971
+3,700
350
$169K 0.03%
4,076
-136
12 13
14
15 16