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
$479M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.02M
3
+$1.62M
4
GPOR
Gulfport Energy Corp.
GPOR
+$1.57M
5
WWE
World Wrestling Entertainment
WWE
+$1.2M

Top Sells

1
+$6.33M
2
+$2.43M
3
+$2.18M
4
BCOV
Brightcove, Inc.
BCOV
+$2.02M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.65M

Sector Composition

1 Technology 32.09%
2 Healthcare 22.11%
3 Industrials 15.27%
4 Communication Services 4.9%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.77M 1.41%
216,600
27
$6.61M 1.38%
357,500
28
$5.92M 1.23%
51,250
-1,025
29
$5.82M 1.21%
79,827
30
$5.49M 1.15%
60,875
31
$4.99M 1.04%
40,000
32
$4.71M 0.98%
75,000
+25,000
33
$4.31M 0.9%
105,000
+5,000
34
$4.31M 0.9%
48,990
35
$4.08M 0.85%
170,600
36
$3.96M 0.83%
89,700
-12,800
37
$3.5M 0.73%
70,000
38
$3.48M 0.73%
149,800
39
$3.37M 0.7%
312,500
40
$3.21M 0.67%
582,358
41
$3.14M 0.65%
562,500
-112,500
42
$3.06M 0.64%
145,200
+7,593
43
$2.81M 0.59%
90,595
-9,405
44
$2.7M 0.56%
70,000
+10,000
45
$2.66M 0.56%
100,000
46
$2.63M 0.55%
173,700
-15,000
47
$2.54M 0.53%
761,350
48
$2.51M 0.52%
87,990
49
$2.48M 0.52%
51,500
50
$2.33M 0.49%
78,000
-1,000
1
2
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