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
$475M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$583K
3
+$579K
4
AVID
Avid Technology Inc
AVID
+$568K
5
CUTR
Cutera, Inc.
CUTR
+$552K

Top Sells

1
+$2.32M
2
+$2.12M
3
+$1.9M
4
KMX icon
CarMax
KMX
+$1.83M
5
PSMI
PEREGRINE SEMICONDUCTOR CORP COM STK (DE)
PSMI
+$1.64M

Sector Composition

1 Technology 32.08%
2 Healthcare 22.92%
3 Industrials 15.77%
4 Communication Services 5.07%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.3M 1.33%
606,150
27
$6.23M 1.31%
60,875
28
$6.08M 1.28%
1,073,090
-335,760
29
$6.05M 1.27%
79,827
30
$6M 1.26%
62,935
-2,622
31
$5.8M 1.22%
747,575
-207,825
32
$4.89M 1.03%
142,500
+17,000
33
$4.78M 1.01%
40,000
34
$4.54M 0.96%
48,990
35
$4.03M 0.85%
89,700
36
$3.98M 0.84%
312,500
+10,000
37
$3.95M 0.83%
143,000
-6,800
38
$3.7M 0.78%
141,300
39
$3.63M 0.76%
70,000
40
$3.46M 0.73%
110,000
41
$3.33M 0.7%
51,500
42
$3.25M 0.68%
90,595
43
$3.13M 0.66%
75,000
44
$2.69M 0.57%
87,990
45
$2.47M 0.52%
327,500
+20,000
46
$2.4M 0.51%
22,500
47
$2.39M 0.5%
393,090
-382,740
48
$2.22M 0.47%
163,700
-10,000
49
$2.15M 0.45%
145,000
50
$1.98M 0.42%
170,600
1
2
3 4 5