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
$699M
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.62M
3
+$3.51M
4
PFE icon
Pfizer
PFE
+$2.46M
5
ASPN icon
Aspen Aerogels
ASPN
+$2.42M

Top Sells

1
+$8.61M
2
+$5.81M
3
+$4.75M
4
NFLX icon
Netflix
NFLX
+$4.65M
5
LRCX icon
Lam Research
LRCX
+$4.58M

Sector Composition

1 Technology 23.68%
2 Healthcare 18.86%
3 Industrials 14.97%
4 Consumer Discretionary 12.74%
5 Materials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$30K ﹤0.01%
402
402
$28K ﹤0.01%
20,000
403
$27K ﹤0.01%
1,054
404
$24K ﹤0.01%
320
405
$23K ﹤0.01%
390
406
$22K ﹤0.01%
757
407
$22K ﹤0.01%
219
408
$20K ﹤0.01%
+75
409
$19K ﹤0.01%
+200
410
$18K ﹤0.01%
387
411
$17K ﹤0.01%
103
412
$17K ﹤0.01%
156
413
$16K ﹤0.01%
141
414
$16K ﹤0.01%
76
415
$16K ﹤0.01%
750
416
$15K ﹤0.01%
135
417
$14K ﹤0.01%
504
418
$14K ﹤0.01%
243
+52
419
$14K ﹤0.01%
123
420
$14K ﹤0.01%
+250
421
$14K ﹤0.01%
60
+24
422
$14K ﹤0.01%
1,500
423
$13K ﹤0.01%
99
+81
424
$13K ﹤0.01%
175
425
$13K ﹤0.01%
284
15 16
17
18 19