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
$642M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$4.65M
3
+$3.57M
4
SEDG icon
SolarEdge
SEDG
+$3.54M
5
DLTR icon
Dollar Tree
DLTR
+$3.19M

Top Sells

1
+$4.51M
2
+$3.92M
3
+$3.53M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$3.04M
5
DGII icon
Digi International
DGII
+$2.98M

Sector Composition

1 Technology 26.58%
2 Industrials 20.53%
3 Healthcare 14.8%
4 Materials 7.78%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$19K ﹤0.01%
265
-1,253
352
$17K ﹤0.01%
50
353
$17K ﹤0.01%
771
354
$16K ﹤0.01%
175
355
$16K ﹤0.01%
4,100
356
$15K ﹤0.01%
1,300
357
$14K ﹤0.01%
135
358
$14K ﹤0.01%
387
359
$14K ﹤0.01%
62
360
$14K ﹤0.01%
284
361
$13K ﹤0.01%
600
362
$13K ﹤0.01%
145
363
$12K ﹤0.01%
83
364
$12K ﹤0.01%
100
365
$11K ﹤0.01%
292
366
$10K ﹤0.01%
53
367
$10K ﹤0.01%
20,000
368
$10K ﹤0.01%
2,388
369
$10K ﹤0.01%
200
370
$9K ﹤0.01%
300
371
$9K ﹤0.01%
165
372
$9K ﹤0.01%
497
373
$9K ﹤0.01%
36
374
$8K ﹤0.01%
127
375
$8K ﹤0.01%
114
13 14
15
16 17