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
76
$3.04M 0.53%
336,722
+819
77
$3.03M 0.53%
15,611
+44
78
$2.98M 0.52%
+266,295
79
$2.95M 0.51%
11,576
-211
80
$2.91M 0.51%
+143,368
81
$2.88M 0.5%
1,410,129
+3,717
82
$2.87M 0.5%
313,085
+881
83
$2.87M 0.5%
268,743
+743
84
$2.75M 0.48%
+120,587
85
$2.74M 0.48%
238,056
+635
86
$2.71M 0.47%
874,820
+2,337
87
$2.7M 0.47%
305,349
+805
88
$2.7M 0.47%
219,717
+587
89
$2.69M 0.47%
117,849
+36,406
90
$2.66M 0.46%
49,783
-30,383
91
$2.66M 0.46%
24,492
-1,050
92
$2.65M 0.46%
100,609
+262
93
$2.64M 0.46%
389,403
+1,053
94
$2.64M 0.46%
+72,182
95
$2.62M 0.46%
6,109
-349
96
$2.6M 0.45%
214,894
+610
97
$2.6M 0.45%
4,189
-853
98
$2.57M 0.45%
19,153
-1,198
99
$2.57M 0.45%
+184,230
100
$2.53M 0.44%
161,937
+451
2 3
4
5 6