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
176
$1.06M 0.17%
+41,756
177
$1.06M 0.17%
28,175
178
$1.06M 0.17%
39,356
+2,862
179
$1.05M 0.17%
31,368
+4,276
180
$1.05M 0.17%
103,475
+25,778
181
$1.05M 0.17%
32,235
182
$1.05M 0.17%
6,655
183
$1.05M 0.17%
359,073
184
$1.03M 0.17%
9,685
-245
185
$1.02M 0.16%
36,538
186
$1.01M 0.16%
5,900
-28
187
$1.01M 0.16%
10,560
188
$994K 0.16%
552,451
+265,112
189
$993K 0.16%
28,166
+12,194
190
$991K 0.16%
8,768
191
$990K 0.16%
6,629
192
$984K 0.16%
25,924
-1,862
193
$983K 0.16%
+29,881
194
$975K 0.16%
464,208
+143,658
195
$973K 0.16%
14,585
196
$971K 0.16%
139,279
197
$969K 0.15%
35,446
198
$960K 0.15%
3,618
+738
199
$954K 0.15%
66,170
+15,984
200
$951K 0.15%
24,946
+711
6 7
8
9 10