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
$813M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$5.52M
3
+$5.22M
4
DDOG icon
Datadog
DDOG
+$4.18M
5
DKNG icon
DraftKings
DKNG
+$4.14M

Top Sells

1
+$7.15M
2
+$5.36M
3
+$3.89M
4
BYND icon
Beyond Meat
BYND
+$3.7M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.44M

Sector Composition

1 Technology 20.67%
2 Healthcare 16.79%
3 Industrials 13.63%
4 Consumer Discretionary 9.87%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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-50,000
502
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-9,638
503
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504
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505
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506
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507
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-20,000
508
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509
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510
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-414,982
511
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-1
512
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-349,148
513
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-65,606
514
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-25,779
515
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-4,744
516
$0 ﹤0.01%
402
517
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-162,485
518
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-39,455
519
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-235,724
520
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-475,307
521
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522
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523
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-105,947
524
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525
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