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
$627M
AUM Growth
+$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.48M
3
+$4.27M
4
HUBB icon
Hubbell
HUBB
+$3.83M
5
AXGN icon
Axogen
AXGN
+$3.28M

Top Sells

1
+$9.39M
2
+$4.9M
3
+$3.75M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$2.86M
5
ENPH icon
Enphase Energy
ENPH
+$2.55M

Sector Composition

1 Technology 25.58%
2 Industrials 19.95%
3 Healthcare 16.38%
4 Materials 8.71%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18K ﹤0.01%
425
352
$17K ﹤0.01%
900
353
$17K ﹤0.01%
103
354
$17K ﹤0.01%
80
355
$16K ﹤0.01%
175
356
$14K ﹤0.01%
284
357
$14K ﹤0.01%
100
358
$14K ﹤0.01%
50
359
$13K ﹤0.01%
771
360
$12K ﹤0.01%
135
361
$12K ﹤0.01%
83
362
$12K ﹤0.01%
62
363
$12K ﹤0.01%
64
364
$12K ﹤0.01%
600
365
$11K ﹤0.01%
387
366
$11K ﹤0.01%
145
367
$11K ﹤0.01%
970
368
$10K ﹤0.01%
53
369
$10K ﹤0.01%
292
370
$10K ﹤0.01%
20,000
371
$10K ﹤0.01%
1,600
372
$9K ﹤0.01%
165
373
$9K ﹤0.01%
1,700
374
$9K ﹤0.01%
2,388
375
$9K ﹤0.01%
114
13 14
15
16 17