EIM

Essex Investment Management Portfolio holdings

AUM $632M
1-Year Est. Return 95.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+95.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$806M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$5.29M
3
+$4.44M
4
ARRY icon
Array Technologies
ARRY
+$3.78M
5
SIVB
SVB Financial Group
SIVB
+$3.73M

Top Sells

1
+$21.2M
2
+$4.63M
3
+$4.06M
4
CERN
Cerner Corp
CERN
+$4.03M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$3.51M

Sector Composition

1 Technology 26.86%
2 Healthcare 17.34%
3 Industrials 12.57%
4 Consumer Discretionary 10.93%
5 Materials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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-4,404
502
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-251,015
503
$0 ﹤0.01%
17
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-36,310
505
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-381,014
506
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-995
507
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-250
508
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509
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-6,710
510
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511
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-25
512
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-76,656
513
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-96,000
514
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-72,607
515
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-55,783
516
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-61,074
517
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-500,820
518
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-57,190
519
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-368,034
520
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-33,130
521
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522
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523
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-236,664
524
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-6,600
525
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-56,471
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