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
276
$28.9K 0.01%
327
277
$28.9K 0.01%
367
278
$24.9K ﹤0.01%
2,661
279
$24.7K ﹤0.01%
50
280
$22.3K ﹤0.01%
733
281
$22.2K ﹤0.01%
89
282
$21.9K ﹤0.01%
771
283
$21.6K ﹤0.01%
514
284
$21.2K ﹤0.01%
83
285
$19.4K ﹤0.01%
145
286
$18.8K ﹤0.01%
70
287
$18K ﹤0.01%
84
288
$16.6K ﹤0.01%
100
289
$15.9K ﹤0.01%
153
-131
290
$15.7K ﹤0.01%
262
291
$12.3K ﹤0.01%
45
292
$11.5K ﹤0.01%
200
293
$10.9K ﹤0.01%
168
-124
294
$8.63K ﹤0.01%
35
295
$7.61K ﹤0.01%
156
296
$2.4K ﹤0.01%
25
297
$2.13K ﹤0.01%
77
-959
298
$1.99K ﹤0.01%
27
299
$1.84K ﹤0.01%
96
300
$1.04K ﹤0.01%
5
10 11
12
13 14