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
$610M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$5.19M
3
+$4.72M
4
LRCX icon
Lam Research
LRCX
+$3.86M
5
TWST icon
Twist Bioscience
TWST
+$3.67M

Top Sells

1
+$5.24M
2
+$4.38M
3
+$4.3M
4
AMZN icon
Amazon
AMZN
+$4.25M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$3.77M

Sector Composition

1 Technology 26.64%
2 Healthcare 20.02%
3 Industrials 11.88%
4 Consumer Discretionary 11.5%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15K ﹤0.01%
+50
377
$15K ﹤0.01%
284
-46,505
378
$14K ﹤0.01%
+76
379
$14K ﹤0.01%
750
380
$13K ﹤0.01%
+53
381
$13K ﹤0.01%
+175
382
$13K ﹤0.01%
123
383
$13K ﹤0.01%
680
384
$13K ﹤0.01%
934
-2,961
385
$12K ﹤0.01%
135
386
$12K ﹤0.01%
504
387
$12K ﹤0.01%
400
-68,933
388
$12K ﹤0.01%
+341
389
$11K ﹤0.01%
+102
390
$11K ﹤0.01%
85
-269
391
$11K ﹤0.01%
712
392
$11K ﹤0.01%
191
393
$10K ﹤0.01%
62
-198
394
$10K ﹤0.01%
200
395
$10K ﹤0.01%
245
396
$9K ﹤0.01%
+165
397
$8K ﹤0.01%
165
398
$8K ﹤0.01%
+390
399
$7K ﹤0.01%
36
400
$7K ﹤0.01%
30
14 15
16
17 18