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
$402M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$512K
3
+$443K
4
SMCI icon
Super Micro Computer
SMCI
+$245K
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$239K

Top Sells

1
+$3.83M
2
+$3.16M
3
+$2.58M
4
ESIO
Electro Scientific Industries
ESIO
+$2.14M
5
WPX
WPX Energy, Inc.
WPX
+$1.32M

Sector Composition

1 Technology 32.53%
2 Healthcare 24.31%
3 Industrials 16.26%
4 Communication Services 5.19%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.2M 1.29%
48,990
27
$4.9M 1.22%
101,000
-2,500
28
$4.87M 1.21%
49,299
-1,049
29
$4.78M 1.19%
383,788
-207,462
30
$4.48M 1.11%
58,196
31
$4.2M 1.05%
125,500
-7,000
32
$3.94M 0.98%
40,000
33
$3.62M 0.9%
152,500
-6,000
34
$3.52M 0.88%
692,000
-86,375
35
$3.34M 0.83%
70,000
36
$3.23M 0.8%
302,500
-10,000
37
$3.21M 0.8%
145,000
38
$3.17M 0.79%
521,323
39
$3.16M 0.79%
170,000
-170,000
40
$3.07M 0.76%
289,347
-70,153
41
$2.58M 0.64%
60,000
42
$2.44M 0.61%
87,990
43
$2.35M 0.58%
110,000
44
$2.34M 0.58%
89,000
45
$2.34M 0.58%
51,500
46
$2.2M 0.55%
74,000
47
$2.1M 0.52%
323,250
+10,750
48
$1.84M 0.46%
100,182
-39,192
49
$1.72M 0.43%
22,500
50
$1.65M 0.41%
88,431
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