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
$613M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.82M
3
+$5.14M
4
ARRY icon
Array Technologies
ARRY
+$4.93M
5
CUTR
Cutera, Inc.
CUTR
+$4.56M

Top Sells

1
+$7.47M
2
+$5.56M
3
+$5.02M
4
STRL icon
Sterling Infrastructure
STRL
+$4.77M
5
NEWR
New Relic, Inc.
NEWR
+$4.42M

Sector Composition

1 Technology 26.6%
2 Industrials 26.28%
3 Healthcare 14.76%
4 Consumer Discretionary 6.2%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.37K ﹤0.01%
25
352
$2K ﹤0.01%
191
353
$1.87K ﹤0.01%
27
354
$1.8K ﹤0.01%
104
-5
355
$23 ﹤0.01%
1
356
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-59,300
357
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-25
358
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-12,186
359
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-146,760
360
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-2,794
361
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-24,672
362
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-5,939
363
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-135
364
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-8,164
365
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366
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-61,545
367
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368
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-145,903
369
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370
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-10,245
371
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-7,790
372
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373
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-23,602
374
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375
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-168,482
13 14
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16 17