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
$470M
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.18M
3
+$1.96M
4
KVHI icon
KVH Industries
KVHI
+$983K
5
SSSS icon
SuRo Capital
SSSS
+$868K

Top Sells

1
+$7.36M
2
+$6.23M
3
+$5.81M
4
SMCI icon
Super Micro Computer
SMCI
+$2.43M
5
MVNR
MAVENIR SYS INC COM STK (DE)
MVNR
+$2.22M

Sector Composition

1 Technology 32.38%
2 Healthcare 22.09%
3 Industrials 15.16%
4 Communication Services 5.48%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.61M 1.41%
47,150
27
$6.59M 1.4%
79,827
28
$5.31M 1.13%
48,990
29
$5.09M 1.09%
135,000
-7,500
30
$5.01M 1.07%
50,348
-12,587
31
$4.66M 0.99%
548,450
+373,700
32
$4.54M 0.97%
+58,196
33
$4.5M 0.96%
40,000
34
$4.39M 0.93%
110,000
35
$4.26M 0.91%
688,675
-58,900
36
$3.86M 0.82%
150,500
+9,200
37
$3.69M 0.79%
73,150
-16,550
38
$3.63M 0.77%
312,500
39
$3.62M 0.77%
70,000
40
$3.48M 0.74%
90,595
41
$3.44M 0.73%
75,000
42
$3.1M 0.66%
87,990
43
$3.04M 0.65%
337,500
+10,000
44
$2.99M 0.64%
96,000
-47,000
45
$2.83M 0.6%
444,318
+136,299
46
$2.75M 0.58%
51,500
47
$2.34M 0.5%
393,090
48
$2.32M 0.49%
145,000
49
$2.06M 0.44%
147,500
+47,500
50
$2.02M 0.43%
74,000
1
2
3 4 5