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
$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
$32K ﹤0.01%
402
402
$31K ﹤0.01%
192
403
$31K ﹤0.01%
621
404
$31K ﹤0.01%
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405
$30K ﹤0.01%
680
406
$29K ﹤0.01%
172
407
$29K ﹤0.01%
1,500
408
$27K ﹤0.01%
390
409
$26K ﹤0.01%
191
410
$26K ﹤0.01%
265
411
$25K ﹤0.01%
179
-118
412
$25K ﹤0.01%
108
413
$24K ﹤0.01%
65
414
$23K ﹤0.01%
173
415
$22K ﹤0.01%
135
416
$22K ﹤0.01%
75
417
$22K ﹤0.01%
127
418
$21K ﹤0.01%
750
419
$21K ﹤0.01%
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420
$19K ﹤0.01%
2,000
421
$19K ﹤0.01%
680
422
$18K ﹤0.01%
100
423
$18K ﹤0.01%
219
424
$18K ﹤0.01%
109
425
$18K ﹤0.01%
203
+6
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17
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