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
$613M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.82M
3
+$5.14M
4
ARRY icon
Array Technologies
ARRY
+$4.93M
5
CUTR
Cutera, Inc.
CUTR
+$4.56M

Top Sells

1
+$7.47M
2
+$5.56M
3
+$5.02M
4
STRL icon
Sterling Infrastructure
STRL
+$4.77M
5
NEWR
New Relic, Inc.
NEWR
+$4.42M

Sector Composition

1 Technology 26.57%
2 Industrials 26.28%
3 Healthcare 14.79%
4 Consumer Discretionary 6.2%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$26.5K ﹤0.01%
390
327
$25.7K ﹤0.01%
90
328
$22.9K ﹤0.01%
680
329
$22.3K ﹤0.01%
210
330
$20.6K ﹤0.01%
273
331
$19.8K ﹤0.01%
50
332
$19.4K ﹤0.01%
367
333
$18.7K ﹤0.01%
341
334
$18K ﹤0.01%
68
-17
335
$17.2K ﹤0.01%
387
336
$15.7K ﹤0.01%
771
337
$14.6K ﹤0.01%
425
338
$14.3K ﹤0.01%
100
339
$14.1K ﹤0.01%
83
-6,215
340
$12.9K ﹤0.01%
62
341
$12.3K ﹤0.01%
292
342
$12.1K ﹤0.01%
266
343
$11.8K ﹤0.01%
20,000
344
$11.2K ﹤0.01%
165
345
$10.9K ﹤0.01%
2,388
346
$10.7K ﹤0.01%
200
347
$9.18K ﹤0.01%
36
348
$7.13K ﹤0.01%
35
349
$6.42K ﹤0.01%
222
350
$3.22K ﹤0.01%
18
12 13
14
15 16