GIM
Granahan Investment Management Portfolio holdings
AUM
$2.46B
1-Year Return
66.36%
This Quarter Return
-15.27%
1 Year Return
+66.36%
3 Year Return
+183.04%
5 Year Return
+309.49%
10 Year Return
+1,968.52%
AUM
$1.86B
AUM Growth
-$316M
(-15%)
Cap. Flow
+$95.2M
Cap. Flow
% of AUM
5.12%
Top 10 Holdings %
Top 10 Hldgs %
33.97%
Holding
201
New
20
Increased
89
Reduced
75
Closed
17
Top Buys
| 1 |
Axon Enterprise
AXON
|
$24.5M |
| 2 |
Trade Desk
TTD
|
$21.1M |
| 3 |
LivePerson
LPSN
|
$15.9M |
| 4 |
Bright Horizons
BFAM
|
$15.8M |
| 5 |
EverQuote
EVER
|
$14.2M |
Top Sells
| 1 |
eHealth
EHTH
|
$27.8M |
| 2 |
Teladoc Health
TDOC
|
$25.2M |
| 3 |
MDCO
Medicines Co
MDCO
|
$23.4M |
| 4 |
CoStar Group
CSGP
|
$21.6M |
| 5 |
Enphase Energy
ENPH
|
$20.1M |
Sector Composition
| 1 | Technology | 35.7% |
| 2 | Healthcare | 18.21% |
| 3 | Industrials | 12.95% |
| 4 | Consumer Staples | 7.14% |
| 5 | Consumer Discretionary | 6.73% |