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
376
$113K 0.01%
980
-46,532
377
$103K 0.01%
3,667
378
$99K 0.01%
63,170
-89,481
379
$98K 0.01%
2,093
380
$95K 0.01%
864
381
$94K 0.01%
827
-1,043
382
$88K 0.01%
2,459
383
$87K 0.01%
910
384
$86K 0.01%
2,100
385
$78K 0.01%
70
386
$77K 0.01%
92
-2,500
387
$73K 0.01%
622
388
$71K 0.01%
5,525
389
$71K 0.01%
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390
$69K 0.01%
3,305
391
$67K 0.01%
346
392
$67K 0.01%
315
393
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394
$66K 0.01%
1,527
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395
$64K 0.01%
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396
$61K 0.01%
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397
$60K 0.01%
7,207
-202,378
398
$56K 0.01%
1,191
-18,459
399
$53K 0.01%
430
400
$53K 0.01%
180
14 15
16
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