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
$820M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.37M
3
+$5.01M
4
DRIO icon
DarioHealth
DRIO
+$3.05M
5
TWTR
Twitter, Inc.
TWTR
+$3.05M

Top Sells

1
+$8.61M
2
+$6.72M
3
+$5.32M
4
BLFS icon
BioLife Solutions
BLFS
+$4.9M
5
FLGT icon
Fulgent Genetics
FLGT
+$4.74M

Sector Composition

1 Technology 24.55%
2 Healthcare 17.09%
3 Industrials 14.01%
4 Consumer Discretionary 9.85%
5 Materials 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$41K 0.01%
1,054
377
$40K ﹤0.01%
430
378
$36K ﹤0.01%
402
379
$34K ﹤0.01%
734
-11
380
$34K ﹤0.01%
4,441
-500
381
$33K ﹤0.01%
320
382
$30K ﹤0.01%
1,000
383
$30K ﹤0.01%
+187
384
$29K ﹤0.01%
73
+30
385
$28K ﹤0.01%
203
386
$28K ﹤0.01%
750
387
$27K ﹤0.01%
593
-750
388
$26K ﹤0.01%
94
+64
389
$26K ﹤0.01%
390
390
$25K ﹤0.01%
284
391
$22K ﹤0.01%
175
392
$22K ﹤0.01%
141
393
$22K ﹤0.01%
20,000
394
$22K ﹤0.01%
103
395
$22K ﹤0.01%
75
396
$22K ﹤0.01%
123
397
$22K ﹤0.01%
341
398
$21K ﹤0.01%
387
399
$21K ﹤0.01%
156
400
$21K ﹤0.01%
80
+19
14 15
16
17 18