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
$693M
AUM Growth
-$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$5.2M
3
+$4.1M
4
BABA icon
Alibaba
BABA
+$4.07M
5
COWN
Cowen Inc. Class A Common Stock
COWN
+$3.97M

Top Sells

1
+$7.81M
2
+$7.03M
3
+$5.7M
4
AEM icon
Agnico Eagle Mines
AEM
+$4.93M
5
SLB icon
SLB Ltd
SLB
+$3.63M

Sector Composition

1 Technology 21.62%
2 Healthcare 14.57%
3 Industrials 14.27%
4 Consumer Discretionary 10.17%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$17K ﹤0.01%
109
427
$17K ﹤0.01%
123
428
$17K ﹤0.01%
209
+6
429
$16K ﹤0.01%
141
430
$16K ﹤0.01%
97
-75
431
$16K ﹤0.01%
156
432
$16K ﹤0.01%
680
433
$14K ﹤0.01%
500
434
$14K ﹤0.01%
191
435
$12K ﹤0.01%
504
436
$11K ﹤0.01%
195
437
$9K ﹤0.01%
200
438
$8K ﹤0.01%
150
439
$7K ﹤0.01%
30
440
$7K ﹤0.01%
300
441
$7K ﹤0.01%
127
442
$7K ﹤0.01%
36
443
$5K ﹤0.01%
45
444
$4K ﹤0.01%
+50
445
$4K ﹤0.01%
84
446
$4K ﹤0.01%
40
447
$3K ﹤0.01%
85
448
$3K ﹤0.01%
35
449
$2K ﹤0.01%
18
450
$2K ﹤0.01%
78
16 17
18
19 20