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
$813M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$5.52M
3
+$5.22M
4
DDOG icon
Datadog
DDOG
+$4.18M
5
DKNG icon
DraftKings
DKNG
+$4.14M

Top Sells

1
+$7.15M
2
+$5.36M
3
+$3.89M
4
BYND icon
Beyond Meat
BYND
+$3.7M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.44M

Sector Composition

1 Technology 20.67%
2 Healthcare 16.79%
3 Industrials 13.63%
4 Consumer Discretionary 9.87%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$21K ﹤0.01%
219
427
$20K ﹤0.01%
123
428
$20K ﹤0.01%
135
429
$20K ﹤0.01%
75
430
$19K ﹤0.01%
20,000
431
$18K ﹤0.01%
156
432
$18K ﹤0.01%
103
433
$18K ﹤0.01%
97
434
$17K ﹤0.01%
141
435
$17K ﹤0.01%
135
436
$16K ﹤0.01%
680
437
$15K ﹤0.01%
209
438
$14K ﹤0.01%
504
439
$14K ﹤0.01%
191
440
$12K ﹤0.01%
195
441
$10K ﹤0.01%
200
442
$9K ﹤0.01%
150
443
$9K ﹤0.01%
175
-13,546
444
$7K ﹤0.01%
300
445
$7K ﹤0.01%
99
-2,737
446
$7K ﹤0.01%
127
447
$7K ﹤0.01%
36
448
$7K ﹤0.01%
30
449
$5K ﹤0.01%
50
450
$4K ﹤0.01%
35
16 17
18
19 20