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
$813M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$5.52M
3
+$5.22M
4
DDOG icon
Datadog
DDOG
+$4.18M
5
DKNG icon
DraftKings
DKNG
+$4.14M

Top Sells

1
+$7.15M
2
+$5.36M
3
+$3.89M
4
BYND icon
Beyond Meat
BYND
+$3.7M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.44M

Sector Composition

1 Technology 20.67%
2 Healthcare 16.79%
3 Industrials 13.63%
4 Consumer Discretionary 9.87%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$263K 0.03%
4,671
352
$254K 0.03%
350,000
-261,138
353
$241K 0.03%
2,566
354
$233K 0.03%
2,550
355
$224K 0.03%
+50,000
356
$223K 0.03%
13,364
-16,185
357
$221K 0.03%
6,563
-702
358
$220K 0.03%
250,000
-525,000
359
$211K 0.03%
3,512
-374
360
$205K 0.03%
9,416
-836
361
$195K 0.02%
2,800
-33,049
362
$191K 0.02%
3,964
363
$191K 0.02%
5,000
364
$191K 0.02%
895
365
$184K 0.02%
6,643
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366
$162K 0.02%
1,541
367
$162K 0.02%
45,800
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368
$159K 0.02%
2,699
369
$153K 0.02%
2,400
370
$150K 0.02%
1,729
371
$131K 0.02%
+4,150
372
$130K 0.02%
12,206
-528
373
$119K 0.01%
1,454
374
$114K 0.01%
731
375
$114K 0.01%
1,308
13 14
15
16 17