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
$627M
AUM Growth
+$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$4.1M
3
+$4.06M
4
TNDM icon
Tandem Diabetes Care
TNDM
+$3.91M
5
AXGN icon
Axogen
AXGN
+$3.91M

Top Sells

1
+$9.97M
2
+$4.9M
3
+$3.75M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$2.86M
5
ENPH icon
Enphase Energy
ENPH
+$2.63M

Sector Composition

1 Technology 25.58%
2 Industrials 19.95%
3 Healthcare 16.38%
4 Materials 8.71%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.57M 0.25%
13,403
+8,411
127
$1.57M 0.25%
104,265
-7,130
128
$1.5M 0.24%
61,797
+1,670
129
$1.5M 0.24%
+136,415
130
$1.49M 0.24%
196,151
+5,513
131
$1.48M 0.24%
+223,101
132
$1.46M 0.23%
45,442
133
$1.45M 0.23%
29,556
134
$1.44M 0.23%
251,736
+7,151
135
$1.43M 0.23%
21,470
136
$1.43M 0.23%
14,825
137
$1.42M 0.23%
128,024
+3,558
138
$1.42M 0.23%
129,899
+9,500
139
$1.42M 0.23%
57,605
+4,222
140
$1.4M 0.22%
+4,746
141
$1.37M 0.22%
105,925
+7,713
142
$1.36M 0.22%
31,707
+2,294
143
$1.35M 0.22%
17,096
-653
144
$1.35M 0.22%
187,332
+5,020
145
$1.34M 0.21%
144,291
+3,993
146
$1.34M 0.21%
31,795
147
$1.34M 0.21%
65,875
148
$1.32M 0.21%
217,806
-135,593
149
$1.31M 0.21%
108,958
150
$1.31M 0.21%
59,176
+23,724
4 5
6
7 8