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
$860M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$5.55M
3
+$4.54M
4
ARRY icon
Array Technologies
ARRY
+$4.5M
5
F icon
Ford
F
+$4.34M

Top Sells

1
+$9.17M
2
+$5.26M
3
+$4.56M
4
AMN icon
AMN Healthcare
AMN
+$3.98M
5
EVR icon
Evercore
EVR
+$3.95M

Sector Composition

1 Technology 23.23%
2 Healthcare 16.83%
3 Industrials 15.8%
4 Consumer Discretionary 11.1%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-30,619
477
– –
-246,019
478
– –
-103,711
479
– –
-1,568
480
– –
-29,492
481
– –
-153,946
482
– –
-184
483
– –
-16,485
484
– –
-75
485
– –
-34,422
16 17 18 19
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