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
251
$58.2K 0.01%
1,165
252
$57.9K 0.01%
1,120
253
$56K 0.01%
697
254
$55.1K 0.01%
404
255
$53.7K 0.01%
541
256
$53.5K 0.01%
320
257
$51.7K 0.01%
319
258
$51.4K 0.01%
766
259
$48.8K 0.01%
402
260
$47.9K 0.01%
5,618
261
$46.5K 0.01%
81
262
$42.6K 0.01%
291
-16
263
$42.2K 0.01%
3,999
264
$41.4K 0.01%
430
265
$41K 0.01%
1,238
266
$39K 0.01%
7,918
267
$37.8K 0.01%
363
268
$36.9K 0.01%
1,266
269
$35K 0.01%
76
270
$33.8K 0.01%
102
271
$32.6K 0.01%
390
272
$32.2K 0.01%
117
273
$31K 0.01%
680
274
$30.2K 0.01%
2,081
275
$29.5K 0.01%
210
9 10
11
12 13