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

Top Buys

1
+$6.33M
2
+$5.03M
3
+$4.33M
4
TMDX icon
Transmedics
TMDX
+$3.45M
5
ICHR icon
Ichor Holdings
ICHR
+$3.34M

Top Sells

1
+$6.75M
2
+$5.99M
3
+$5.32M
4
BLFS icon
BioLife Solutions
BLFS
+$4.9M
5
FLGT icon
Fulgent Genetics
FLGT
+$4.43M

Sector Composition

1 Technology 24.59%
2 Healthcare 17.09%
3 Industrials 13.98%
4 Consumer Discretionary 9.85%
5 Materials 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$42K 0.01%
199
-11,500
377
$41K 0.01%
1,054
378
$40K ﹤0.01%
430
379
$36K ﹤0.01%
402
380
$34K ﹤0.01%
734
-11
381
$34K ﹤0.01%
4,441
-500
382
$33K ﹤0.01%
320
383
$30K ﹤0.01%
1,000
384
$30K ﹤0.01%
+187
385
$29K ﹤0.01%
73
+30
386
$28K ﹤0.01%
203
387
$28K ﹤0.01%
750
388
$27K ﹤0.01%
593
-750
389
$26K ﹤0.01%
94
+64
390
$26K ﹤0.01%
390
391
$25K ﹤0.01%
284
392
$22K ﹤0.01%
141
393
$22K ﹤0.01%
175
394
$22K ﹤0.01%
20,000
395
$22K ﹤0.01%
103
396
$22K ﹤0.01%
75
397
$22K ﹤0.01%
123
398
$22K ﹤0.01%
341
399
$21K ﹤0.01%
934
400
$21K ﹤0.01%
387
14 15
16
17 18