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
$473M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$2.46M
3
+$1.98M
4
LADR
Ladder Capital
LADR
+$1.89M
5
SSSS icon
SuRo Capital
SSSS
+$1.01M

Top Sells

1
+$10.1M
2
+$2.7M
3
+$2.39M
4
SPN
Superior Energy Services, Inc.
SPN
+$2.13M
5
CJES
C&J ENERGY SVCS LTD
CJES
+$1.62M

Sector Composition

1 Technology 31.46%
2 Healthcare 22.48%
3 Industrials 15.92%
4 Communication Services 4.73%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.79M 1.43%
606,150
27
$6.47M 1.37%
216,600
28
$6.33M 1.34%
416,739
+130,364
29
$5.97M 1.26%
52,275
30
$5.88M 1.24%
79,827
31
$4.55M 0.96%
40,000
32
$4.49M 0.95%
60,875
33
$4.46M 0.94%
100,000
34
$4.45M 0.94%
102,500
35
$4.13M 0.87%
48,990
36
$4.07M 0.86%
70,000
37
$3.87M 0.82%
582,358
-5,872
38
$3.56M 0.75%
50,000
39
$3.42M 0.72%
312,500
-50,000
40
$3.39M 0.72%
100,000
41
$3.38M 0.71%
188,700
-11,300
42
$3.11M 0.66%
761,350
-6,600
43
$3.08M 0.65%
170,600
44
$2.89M 0.61%
51,500
-5,000
45
$2.87M 0.61%
149,800
-2,800
46
$2.78M 0.59%
79,000
47
$2.6M 0.55%
100,000
48
$2.58M 0.55%
306,000
-45,000
49
$2.52M 0.53%
87,990
50
$2.48M 0.53%
137,607
+1,400
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