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
426
$17K ﹤0.01%
123
427
$16K ﹤0.01%
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428
$16K ﹤0.01%
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429
$15K ﹤0.01%
+500
430
$15K ﹤0.01%
135
431
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20,000
432
$13K ﹤0.01%
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436
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193
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$8K ﹤0.01%
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30
440
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441
$7K ﹤0.01%
230
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$5K ﹤0.01%
45
-1,040
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$4K ﹤0.01%
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446
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$3K ﹤0.01%
78
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$3K ﹤0.01%
85
450
$3K ﹤0.01%
35
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