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
$699M
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.62M
3
+$3.51M
4
PFE icon
Pfizer
PFE
+$2.46M
5
ASPN icon
Aspen Aerogels
ASPN
+$2.42M

Top Sells

1
+$8.61M
2
+$5.81M
3
+$4.75M
4
NFLX icon
Netflix
NFLX
+$4.65M
5
LRCX icon
Lam Research
LRCX
+$4.58M

Sector Composition

1 Technology 23.68%
2 Healthcare 18.86%
3 Industrials 14.97%
4 Consumer Discretionary 12.74%
5 Materials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13K ﹤0.01%
61
-2,362
427
$13K ﹤0.01%
680
428
$13K ﹤0.01%
934
429
$12K ﹤0.01%
85
430
$12K ﹤0.01%
341
431
$12K ﹤0.01%
+56
432
$12K ﹤0.01%
53
433
$11K ﹤0.01%
245
434
$11K ﹤0.01%
+29
435
$11K ﹤0.01%
102
436
$11K ﹤0.01%
62
437
$11K ﹤0.01%
+50
438
$11K ﹤0.01%
+33
439
$10K ﹤0.01%
+131
440
$10K ﹤0.01%
200
441
$9K ﹤0.01%
30
442
$9K ﹤0.01%
712
443
$9K ﹤0.01%
+75
444
$8K ﹤0.01%
390
445
$7K ﹤0.01%
+31
446
$7K ﹤0.01%
127
447
$7K ﹤0.01%
130
448
$7K ﹤0.01%
+35
449
$6K ﹤0.01%
+200
450
$6K ﹤0.01%
+125
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