EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+31.23%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$550M
AUM Growth
+$70.6M
(+15%)
Cap. Flow
-$31.6M
Cap. Flow
% of AUM
-5.74%
Top 10 Holdings %
Top 10 Hldgs %
19.32%
Holding
327
New
24
Increased
23
Reduced
152
Closed
29
Top Buys
| 1 |
Mirum Pharmaceuticals
MIRM
|
+$5.74M |
| 2 |
GE Vernova
GEV
|
+$3.71M |
| 3 |
Cohu
COHU
|
+$2.82M |
| 4 |
Mama's Creations
MAMA
|
+$2.75M |
| 5 |
Orion Group Holdings
ORN
|
+$2.72M |
Top Sells
| 1 |
NUTX
Nutex Health
NUTX
|
+$6.82M |
| 2 |
ITCI
Intra-Cellular Therapies Inc.
ITCI
|
+$6.56M |
| 3 |
Travere Therapeutics
TVTX
|
+$4.56M |
| 4 |
Generac Holdings
GNRC
|
+$3.88M |
| 5 |
Guidewire Software
GWRE
|
+$3.67M |
Sector Composition
| 1 | Industrials | 30.79% |
| 2 | Technology | 26.01% |
| 3 | Healthcare | 18.4% |
| 4 | Financials | 6.04% |
| 5 | Consumer Staples | 4.36% |
