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
$820M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.37M
3
+$5.01M
4
DRIO icon
DarioHealth
DRIO
+$3.05M
5
TWTR
Twitter, Inc.
TWTR
+$3.05M

Top Sells

1
+$8.61M
2
+$6.72M
3
+$5.32M
4
BLFS icon
BioLife Solutions
BLFS
+$4.9M
5
FLGT icon
Fulgent Genetics
FLGT
+$4.74M

Sector Composition

1 Technology 24.55%
2 Healthcare 17.09%
3 Industrials 14.01%
4 Consumer Discretionary 9.85%
5 Materials 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.31M 0.16%
+50,000
202
$1.3M 0.16%
164,547
-17,336
203
$1.3M 0.16%
22,646
-41,354
204
$1.3M 0.16%
466,992
+367,946
205
$1.3M 0.16%
7,090
-484
206
$1.29M 0.16%
191,965
-20,755
207
$1.28M 0.16%
+26,322
208
$1.28M 0.16%
9,647
-1,003
209
$1.26M 0.15%
3,873
-403
210
$1.26M 0.15%
103,711
-1,884
211
$1.25M 0.15%
12,934
-45,886
212
$1.25M 0.15%
+45,292
213
$1.23M 0.15%
184,259
214
$1.23M 0.15%
+6,794
215
$1.22M 0.15%
+263,800
216
$1.22M 0.15%
+10,508
217
$1.22M 0.15%
+11,619
218
$1.17M 0.14%
13,946
+10,870
219
$1.17M 0.14%
+3,020
220
$1.14M 0.14%
8,540
-641
221
$1.13M 0.14%
+13,400
222
$1.13M 0.14%
+16,485
223
$1.13M 0.14%
33,992
-1,433
224
$1.12M 0.14%
4,620
+1,386
225
$1.08M 0.13%
4,699
7 8
9
10 11