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
201
$173K 0.03%
22,652
+8,346
202
$170K 0.03%
1,000
203
$164K 0.03%
27,252
204
$163K 0.03%
46,152
+14,582
205
$160K 0.03%
180
206
$156K 0.03%
859
-215
207
$154K 0.03%
33,706
208
$154K 0.03%
67,812
209
$150K 0.03%
1,052
210
$150K 0.03%
543
211
$146K 0.03%
138,915
212
$146K 0.03%
850
213
$144K 0.03%
42,420
214
$142K 0.02%
2,021
215
$141K 0.02%
2,772
216
$140K 0.02%
11,370
217
$132K 0.02%
+13,588
218
$131K 0.02%
5,600
219
$129K 0.02%
1,132
220
$126K 0.02%
+7,925
221
$124K 0.02%
7,713
222
$119K 0.02%
571
223
$118K 0.02%
+25,631
224
$113K 0.02%
467
225
$112K 0.02%
2,043
7 8
9
10 11