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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
$799M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$6.98M
3
+$3.35M
4
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$3.27M
5
KOS icon
Kosmos Energy
KOS
+$3.25M

Top Sells

1
+$7.7M
2
+$7.58M
3
+$4.75M
4
LUV icon
Southwest Airlines
LUV
+$3.78M
5
FANG icon
Diamondback Energy
FANG
+$3.57M

Sector Composition

1 Technology 20.93%
2 Healthcare 20.58%
3 Industrials 13.16%
4 Consumer Discretionary 10.38%
5 Energy 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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-197,064
427
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-1,171,280
428
– –
-118,380
429
– –
-70,846
430
– –
-195,908
431
– –
-40,373
432
– –
-17,705
433
– –
-14,910
434
– –
-131,234
435
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-58,012
436
– –
-185,791
437
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-26,039
438
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-3,084
439
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-20,557
440
– –
-452
441
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-34,801
442
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-44,106
443
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-138,118
444
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-48,719
445
– –
-38,700
446
– –
-475
447
– –
-1,250
448
– –
-41,303
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