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
$729M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$5.79M
3
+$4.01M
4
JMIA
Jumia Technologies
JMIA
+$3.78M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$3.42M

Top Sells

1
+$14.8M
2
+$4.61M
3
+$4.34M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$4.04M
5
CGC
Canopy Growth
CGC
+$4.02M

Sector Composition

1 Technology 19.94%
2 Healthcare 16.32%
3 Industrials 14.11%
4 Consumer Discretionary 8.98%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$31K ﹤0.01%
192
402
$31K ﹤0.01%
621
403
$31K ﹤0.01%
1,000
404
$30K ﹤0.01%
680
405
$29K ﹤0.01%
172
406
$29K ﹤0.01%
1,500
407
$27K ﹤0.01%
390
408
$26K ﹤0.01%
191
409
$26K ﹤0.01%
265
410
$25K ﹤0.01%
179
-118
411
$25K ﹤0.01%
108
412
$24K ﹤0.01%
65
413
$23K ﹤0.01%
173
414
$22K ﹤0.01%
75
415
$22K ﹤0.01%
127
416
$22K ﹤0.01%
135
417
$21K ﹤0.01%
750
418
$21K ﹤0.01%
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419
$19K ﹤0.01%
2,000
420
$19K ﹤0.01%
680
421
$18K ﹤0.01%
100
422
$18K ﹤0.01%
219
423
$18K ﹤0.01%
103
424
$18K ﹤0.01%
203
+6
425
$17K ﹤0.01%
123
15 16
17
18 19