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
$483M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$4.23M
3
+$3.97M
4
MVNR
MAVENIR SYS INC COM STK (DE)
MVNR
+$2.23M
5
COHR icon
Coherent
COHR
+$1.79M

Top Sells

1
+$2.88M
2
+$2.88M
3
+$2.56M
4
ENTR
ENTROPIC COMMUNICATIONS INC COM STK (DE)
ENTR
+$2.52M
5
UCTT icon
Ultra Clean Holdings
UCTT
+$1.95M

Sector Composition

1 Technology 31.8%
2 Healthcare 21.5%
3 Industrials 14.95%
4 Consumer Discretionary 3.81%
5 Energy 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.46M 1.34%
357,500
+5,000
27
$5.96M 1.23%
606,150
-5,100
28
$5.63M 1.17%
52,275
29
$5.44M 1.13%
79,827
30
$5.11M 1.06%
588,230
-204,830
31
$4.66M 0.96%
40,000
32
$4.36M 0.9%
102,500
33
$4.23M 0.88%
+286,375
34
$4.15M 0.86%
60,875
35
$4.12M 0.85%
70,000
36
$3.97M 0.82%
+100,000
37
$3.85M 0.8%
48,990
38
$3.8M 0.79%
362,500
-151,315
39
$3.8M 0.79%
268,900
-86,100
40
$3.78M 0.78%
100,000
41
$3.61M 0.75%
767,950
-536,650
42
$3.48M 0.72%
170,600
+14,000
43
$3.36M 0.69%
56,500
-9,000
44
$3.22M 0.67%
247,100
+31,100
45
$3.16M 0.65%
50,000
46
$3.06M 0.63%
152,600
47
$3.01M 0.62%
351,000
+111,446
48
$2.86M 0.59%
79,000
49
$2.7M 0.56%
265,000
50
$2.62M 0.54%
136,207
+21,707
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