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
51
$3.89M 0.68%
351,478
+980
52
$3.86M 0.67%
443,677
+1,168
53
$3.85M 0.67%
828,759
+776,102
54
$3.82M 0.67%
300,195
+1,063
55
$3.74M 0.65%
46,437
-2,510
56
$3.7M 0.65%
52,861
+150
57
$3.68M 0.64%
718,656
+94,831
58
$3.66M 0.64%
347,517
+915
59
$3.61M 0.63%
899,135
+257,749
60
$3.59M 0.63%
+109,156
61
$3.59M 0.63%
81,176
+21,407
62
$3.55M 0.62%
231,502
+623
63
$3.52M 0.61%
707,078
+1,894
64
$3.43M 0.6%
1,251,134
+3,370
65
$3.36M 0.58%
19,629
-898
66
$3.34M 0.58%
28,466
-3,453
67
$3.28M 0.57%
+35,461
68
$3.26M 0.57%
14,947
-1,620
69
$3.26M 0.57%
131,463
+78
70
$3.25M 0.57%
67,824
+189
71
$3.21M 0.56%
347,761
+894
72
$3.2M 0.56%
121,208
+318
73
$3.14M 0.55%
12,407
+34
74
$3.11M 0.54%
163,957
+453
75
$3.06M 0.53%
31,856
-1,599
1 2
3
4 5