NIM

Needham Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 25.29%
This Quarter Est. Return
1 Year Est. Return
+25.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$447M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.44M
3
+$1.33M
4
CJES
C&J ENERGY SVCS LTD
CJES
+$1.21M
5
SPN
Superior Energy Services, Inc.
SPN
+$1.19M

Top Sells

1
+$6.84M
2
+$5.04M
3
+$3.67M
4
PDFS icon
PDF Solutions
PDFS
+$2.65M
5
FNSR
Finisar Corp
FNSR
+$1.61M

Sector Composition

1 Technology 32.44%
2 Healthcare 20.56%
3 Industrials 14.19%
4 Energy 4.08%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.76M 1.29%
216,600
+27,500
27
$5.7M 1.27%
1,304,600
-840,400
28
$5.51M 1.23%
352,500
29
$5.42M 1.21%
611,250
-15,000
30
$5.23M 1.17%
79,827
-7,982
31
$5.1M 1.14%
52,275
32
$4.78M 1.07%
513,815
-45,000
33
$4.17M 0.93%
40,000
34
$4.17M 0.93%
48,990
35
$4M 0.89%
355,000
-11,006
36
$3.71M 0.83%
60,875
-7,792
37
$3.66M 0.82%
70,000
38
$3.48M 0.78%
102,500
39
$3.3M 0.74%
65,500
-100,000
40
$3.22M 0.72%
50,000
41
$3.07M 0.69%
100,000
42
$3.02M 0.67%
156,600
+10,000
43
$2.98M 0.67%
216,000
+106,000
44
$2.61M 0.58%
265,000
45
$2.6M 0.58%
152,600
46
$2.41M 0.54%
87,990
47
$2.4M 0.54%
45,000
48
$2.38M 0.53%
100,000
49
$2.33M 0.52%
239,554
-60,446
50
$2.2M 0.49%
79,000
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