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
$806M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$5.29M
3
+$4.44M
4
ARRY icon
Array Technologies
ARRY
+$3.78M
5
SIVB
SVB Financial Group
SIVB
+$3.73M

Top Sells

1
+$21.2M
2
+$4.63M
3
+$4.06M
4
CERN
Cerner Corp
CERN
+$4.03M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$3.51M

Sector Composition

1 Technology 26.86%
2 Healthcare 17.34%
3 Industrials 12.57%
4 Consumer Discretionary 10.93%
5 Materials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15K ﹤0.01%
61
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60
428
$14K ﹤0.01%
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429
$14K ﹤0.01%
680
430
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245
431
$13K ﹤0.01%
102
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191
-52
436
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390
441
$10K ﹤0.01%
75
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$9K ﹤0.01%
383
-138,628
443
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446
$8K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
114
-16
449
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35
450
$7K ﹤0.01%
150
16 17
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