GIM

Granahan Investment Management Portfolio holdings

AUM $2.46B
1-Year Est. Return 66.36%
This Quarter Est. Return
1 Year Est. Return
+66.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.46B
AUM Growth
+$1.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$67.9M
2
+$60.5M
3
+$44.2M
4
MSP
Datto Holding Corp.
MSP
+$34M
5
APPS icon
Digital Turbine
APPS
+$32.6M

Top Sells

1
+$102M
2
+$43.8M
3
+$33.7M
4
PCTY icon
Paylocity
PCTY
+$33.2M
5
ENPH icon
Enphase Energy
ENPH
+$32.9M

Sector Composition

1 Technology 39.92%
2 Healthcare 16.36%
3 Industrials 13.09%
4 Consumer Discretionary 9.99%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.52M 0.08%
91,376
-624,440
152
$3.47M 0.08%
12,315
-2,511
153
$3.25M 0.07%
752,822
-146,186
154
$3.21M 0.07%
524,373
-53,819
155
$3.01M 0.07%
+47,815
156
$2.94M 0.07%
394,810
-36,660
157
$2.92M 0.07%
19,065
-965
158
$2.91M 0.07%
+12,274
159
$2.89M 0.06%
+7,895
160
$2.84M 0.06%
14,171
+3,068
161
$2.83M 0.06%
296,000
+62,852
162
$2.83M 0.06%
23,563
-3,243
163
$2.8M 0.06%
400,013
-71,609
164
$2.77M 0.06%
58,153
-205,828
165
$2.62M 0.06%
20,547
+575
166
$2.6M 0.06%
4,639
-2,681
167
$2.54M 0.06%
63,865
+52,649
168
$2.46M 0.06%
18,039
+299
169
$2.41M 0.05%
+18,204
170
$2.38M 0.05%
36,473
-551
171
$2.36M 0.05%
153,321
-5,383
172
$2.17M 0.05%
10,544
-161,077
173
$2.12M 0.05%
+5,589
174
$2.1M 0.05%
15,876
-29,393
175
$1.94M 0.04%
+75,431
5 6
7
8 9