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
$729M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$5.79M
3
+$4.01M
4
JMIA
Jumia Technologies
JMIA
+$3.78M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$3.42M

Top Sells

1
+$14.8M
2
+$4.61M
3
+$4.34M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$4.04M
5
CGC
Canopy Growth
CGC
+$4.02M

Sector Composition

1 Technology 19.94%
2 Healthcare 16.32%
3 Industrials 14.11%
4 Consumer Discretionary 8.98%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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502
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503
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504
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505
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506
$0 ﹤0.01%
1
507
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-169,811
508
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-10,939
509
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-51,038
510
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-30,680
511
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512
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-67,471
513
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-22,735
514
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-32,039
515
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516
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-7,674
517
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-8,378
518
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519
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520
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521
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