EIM

Essex Investment Management Portfolio holdings

AUM $656M
1-Year Est. Return 72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$815M
AUM Growth
-$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$3.56M
3
+$3.38M
4
ENPH icon
Enphase Energy
ENPH
+$3.05M
5
BW icon
Babcock & Wilcox
BW
+$2.18M

Top Sells

1
+$6M
2
+$5.8M
3
+$4.46M
4
LDL
Lydall, Inc.
LDL
+$4.31M
5
NVCR icon
NovoCure
NVCR
+$3.78M

Sector Composition

1 Technology 23.75%
2 Industrials 17.81%
3 Healthcare 15.62%
4 Consumer Discretionary 10.77%
5 Financials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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428
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432
$0 ﹤0.01%
17
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435
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436
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437
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438
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439
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440
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441
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443
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446
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448
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449
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450
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