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
351
$169K 0.03%
2,699
352
$168K 0.02%
6,026
-2,496
353
$162K 0.02%
920
354
$162K 0.02%
3,566
-2,160
355
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812
-413
356
$158K 0.02%
+19,869
357
$152K 0.02%
1,085
-44
358
$150K 0.02%
7,828
-4,495
359
$150K 0.02%
1,586
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360
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750
-388
361
– –
0
362
$138K 0.02%
1,729
363
$132K 0.02%
1,541
364
$125K 0.02%
1,850
-957
365
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+13,422
366
$124K 0.02%
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367
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368
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369
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$104K 0.02%
1,308
371
$102K 0.02%
731
372
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1,093
373
$94K 0.01%
+10,000
374
$92K 0.01%
864
375
$89K 0.01%
5,786
-1,020
13 14
15
16 17