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
451
-240,958
452
-12,757
453
-51,158
454
-3
455
-18,015
456
-10,765
457
-169,246
458
-17,009
459
-38,271
460
-29
461
-3,953
462
-390
463
-1,543
464
-284,082
465
-57,664
466
-46,952
467
-24,565
468
-17
469
-9,477
470
-5,141
471
-38,350
472
-56
473
-18,000
474
-6
475
-120