EIM

Essex Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 77.05%
This Quarter Est. Return
1 Year Est. Return
+77.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.6M
3
+$3.59M
4
BPMC
Blueprint Medicines
BPMC
+$3.28M
5
LGTY
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
+$2.98M

Top Sells

1
+$4.71M
2
+$3.56M
3
+$3.27M
4
ATEC icon
Alphatec Holdings
ATEC
+$3.27M
5
AAPL icon
Apple
AAPL
+$3M

Sector Composition

1 Industrials 28.39%
2 Technology 24.24%
3 Healthcare 22.49%
4 Financials 5.86%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$110K 0.02%
22,248
227
$103K 0.02%
1,452
228
$102K 0.02%
+35,453
229
$99.9K 0.02%
15,246
230
$97K 0.02%
1,637
231
$96.7K 0.02%
2,672
232
$94.4K 0.02%
735
233
$94.3K 0.02%
778
234
$92.5K 0.02%
866
235
$91.1K 0.02%
48,723
236
$90.3K 0.02%
14,512
237
$84.3K 0.01%
2,189
238
$84K 0.01%
4,788
239
$80.5K 0.01%
2,616
240
$77.6K 0.01%
1,978
241
$74.8K 0.01%
789
242
$74.7K 0.01%
549
243
$74.3K 0.01%
1,437
244
$74.2K 0.01%
+2,859
245
$72.9K 0.01%
28,384
246
$71.3K 0.01%
746
247
$70.9K 0.01%
2,809
248
$68.6K 0.01%
327
249
$63.7K 0.01%
715
250
$63K 0.01%
1,426
8 9
10
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