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
401
$21K ﹤0.01%
156
402
$21K ﹤0.01%
80
+19
403
$20K ﹤0.01%
135
404
$19K ﹤0.01%
76
405
$17K ﹤0.01%
169
-7
406
$16K ﹤0.01%
85
407
$16K ﹤0.01%
680
408
$15K ﹤0.01%
53
409
$15K ﹤0.01%
460
410
$15K ﹤0.01%
60
411
$14K ﹤0.01%
390
412
$13K ﹤0.01%
165
-350
413
$13K ﹤0.01%
62
414
$13K ﹤0.01%
245
415
$12K ﹤0.01%
712
416
$12K ﹤0.01%
191
417
$12K ﹤0.01%
277
418
$11K ﹤0.01%
50
419
$11K ﹤0.01%
75
420
$10K ﹤0.01%
102
421
$10K ﹤0.01%
200
422
$9K ﹤0.01%
114
423
$9K ﹤0.01%
43
424
$8K ﹤0.01%
200
425
$8K ﹤0.01%
100
15 16
17
18 19