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
101
$2.5M 0.44%
+324,291
102
$2.48M 0.43%
663,627
+1,664
103
$2.48M 0.43%
+231,094
104
$2.39M 0.42%
8,258
-1,336
105
$2.34M 0.41%
+167,524
106
$2.29M 0.4%
+182,594
107
$2.28M 0.4%
56,311
-1,131
108
$2.24M 0.39%
+450,768
109
$2.19M 0.38%
44,271
+139
110
$2.09M 0.37%
118,648
+24,231
111
$2.09M 0.36%
44,373
-827
112
$2.06M 0.36%
113,937
-28,857
113
$2.04M 0.36%
119,053
+332
114
$2.01M 0.35%
+247,161
115
$1.94M 0.34%
68,279
+99
116
$1.94M 0.34%
56,280
-1,053
117
$1.93M 0.34%
468,245
+1,287
118
$1.87M 0.33%
242,025
+72,672
119
$1.83M 0.32%
671,178
+1,757
120
$1.8M 0.31%
+123,401
121
$1.8M 0.31%
+480,741
122
$1.78M 0.31%
390,393
+1,018
123
$1.76M 0.31%
28,405
-536
124
$1.73M 0.3%
48,560
+129
125
$1.71M 0.3%
+79,684
3 4
5
6 7