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
$820M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.37M
3
+$5.01M
4
DRIO icon
DarioHealth
DRIO
+$3.05M
5
TWTR
Twitter, Inc.
TWTR
+$3.05M

Top Sells

1
+$8.61M
2
+$6.72M
3
+$5.32M
4
BLFS icon
BioLife Solutions
BLFS
+$4.9M
5
FLGT icon
Fulgent Genetics
FLGT
+$4.74M

Sector Composition

1 Technology 24.55%
2 Healthcare 17.09%
3 Industrials 14.01%
4 Consumer Discretionary 9.85%
5 Materials 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$107K 0.01%
805
-65
352
$107K 0.01%
827
353
$100K 0.01%
1,356
354
$98K 0.01%
864
355
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1,152
-22
356
$87K 0.01%
1,522
357
$83K 0.01%
3,772
-12
358
$79K 0.01%
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359
$78K 0.01%
70
360
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497
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361
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362
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1,000
363
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291
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365
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180
366
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1,283
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367
$61K 0.01%
1,890
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368
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369
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370
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10,000
372
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118
373
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1,459
374
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+962
375
$42K 0.01%
199
-11,500
13 14
15
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