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
426
$20K ﹤0.01%
65
-3,798
427
$20K ﹤0.01%
127
-125
428
$19K ﹤0.01%
100
-100
429
$19K ﹤0.01%
750
430
$19K ﹤0.01%
197
+5
431
$18K ﹤0.01%
219
432
$16K ﹤0.01%
109
433
$15K ﹤0.01%
141
434
$15K ﹤0.01%
156
435
$15K ﹤0.01%
123
436
$14K ﹤0.01%
191
437
$13K ﹤0.01%
135
438
$13K ﹤0.01%
195
439
$12K ﹤0.01%
504
440
$12K ﹤0.01%
20,000
441
$10K ﹤0.01%
102
442
$9K ﹤0.01%
200
443
$9K ﹤0.01%
193
444
$8K ﹤0.01%
230
445
$7K ﹤0.01%
300
446
$7K ﹤0.01%
89
447
$7K ﹤0.01%
150
448
$7K ﹤0.01%
69
-548
449
$6K ﹤0.01%
30
450
$6K ﹤0.01%
56
-50
16 17
18
19 20