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
26
$5.55M 0.97%
34,940
-1,234
27
$5.3M 0.92%
443,739
+1,490
28
$5.25M 0.91%
43,444
+171
29
$5.2M 0.91%
463,853
+1,267
30
$5.18M 0.9%
811,188
-38,304
31
$5.13M 0.89%
54,065
-21,375
32
$5.03M 0.88%
49,578
-7,213
33
$5.01M 0.87%
200,516
+717
34
$4.95M 0.86%
306,397
+1,111
35
$4.82M 0.84%
85,424
-1,795
36
$4.79M 0.84%
255,105
-10,761
37
$4.79M 0.83%
295,553
+1,111
38
$4.73M 0.83%
150,815
-6,209
39
$4.72M 0.82%
65,986
-3,910
40
$4.7M 0.82%
9,484
-754
41
$4.57M 0.8%
216,694
+30,619
42
$4.47M 0.78%
201,639
+79,138
43
$4.37M 0.76%
+150,992
44
$4.27M 0.74%
58,385
+26,937
45
$4.27M 0.74%
256,029
+681
46
$4.21M 0.73%
210,184
+489
47
$4.18M 0.73%
23,379
+80
48
$4.13M 0.72%
237,426
-7,262
49
$4.02M 0.7%
388,870
+1,056
50
$3.99M 0.7%
112,647
+314
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