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
$610M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$5.19M
3
+$4.72M
4
LRCX icon
Lam Research
LRCX
+$3.86M
5
TWST icon
Twist Bioscience
TWST
+$3.67M

Top Sells

1
+$5.24M
2
+$4.38M
3
+$4.3M
4
AMZN icon
Amazon
AMZN
+$4.25M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$3.77M

Sector Composition

1 Technology 26.64%
2 Healthcare 20.02%
3 Industrials 11.88%
4 Consumer Discretionary 11.5%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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460
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-108,644
464
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