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
$677M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$6.93M
3
+$5.16M
4
BABA icon
Alibaba
BABA
+$4.71M
5
EFOR
Everforth Inc
EFOR
+$4.32M

Top Sells

1
+$10.1M
2
+$7.22M
3
+$6.34M
4
ILMN icon
Illumina
ILMN
+$6.02M
5
CORT icon
Corcept Therapeutics
CORT
+$5.39M

Sector Composition

1 Technology 21.63%
2 Healthcare 20.59%
3 Industrials 12.81%
4 Consumer Discretionary 8.35%
5 Materials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$37K 0.01%
679
402
$36K 0.01%
153
-22,915
403
$36K 0.01%
402
404
$34K 0.01%
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405
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430
406
$32K ﹤0.01%
1,000
407
$31K ﹤0.01%
500
408
$31K ﹤0.01%
1,574
409
$29K ﹤0.01%
172
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410
$29K ﹤0.01%
+874
411
$29K ﹤0.01%
1,500
412
$28K ﹤0.01%
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413
$26K ﹤0.01%
191
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414
$26K ﹤0.01%
75
415
$26K ﹤0.01%
220
-415
416
$25K ﹤0.01%
680
417
$25K ﹤0.01%
390
418
$24K ﹤0.01%
135
419
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265
421
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108
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422
$22K ﹤0.01%
127
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423
$22K ﹤0.01%
1,191
-71,622
424
$21K ﹤0.01%
2,000
425
$20K ﹤0.01%
680
15 16
17
18 19