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
176
$270K 0.05%
2,900
177
$270K 0.05%
1,210
178
$269K 0.05%
13,230
179
$266K 0.05%
+6,229
180
$258K 0.05%
4,829
181
$245K 0.04%
2,128
182
$229K 0.04%
+20,071
183
$226K 0.04%
63,408
184
$225K 0.04%
21,754
185
$224K 0.04%
18,162
186
$221K 0.04%
38,820
187
$216K 0.04%
2,400
188
$204K 0.04%
1,082
189
$200K 0.03%
5,184
-3,973
190
$197K 0.03%
712
191
$197K 0.03%
82,311
+16,093
192
$191K 0.03%
1,466
193
$190K 0.03%
+14,631
194
$190K 0.03%
2,379
195
$189K 0.03%
112,656
196
$189K 0.03%
19,890
-4,138
197
$187K 0.03%
1,637
198
$186K 0.03%
25,435
199
$177K 0.03%
36,439
+14,599
200
$175K 0.03%
670
6 7
8
9 10