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
$729M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$5.79M
3
+$4.01M
4
JMIA
Jumia Technologies
JMIA
+$3.78M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$3.42M

Top Sells

1
+$14.8M
2
+$4.61M
3
+$4.34M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$4.04M
5
CGC
Canopy Growth
CGC
+$4.02M

Sector Composition

1 Technology 19.94%
2 Healthcare 16.32%
3 Industrials 14.11%
4 Consumer Discretionary 8.98%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$187K 0.03%
10,252
-671
352
$185K 0.03%
920
353
$179K 0.02%
22,431
+10,482
354
$178K 0.02%
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-252
355
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2,699
356
$174K 0.02%
74,851
+31,880
357
$163K 0.02%
812
358
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1,541
359
$160K 0.02%
4,076
360
$154K 0.02%
750
361
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21,718
-1,420
362
$148K 0.02%
9,638
+3,990
363
$146K 0.02%
234
-37
364
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1,729
365
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366
$133K 0.02%
2,400
367
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368
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35,323
-5,593
369
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370
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371
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731
372
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1,308
373
$103K 0.01%
4,386
-14,652
374
$94K 0.01%
864
375
$87K 0.01%
2,760
-1,617
13 14
15
16 17