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
$383M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.33M
3
+$770K
4
AKAM icon
Akamai
AKAM
+$639K
5
PDFS icon
PDF Solutions
PDFS
+$555K

Top Sells

1
+$13.9M
2
+$2.88M
3
+$1.53M
4
ESIO
Electro Scientific Industries
ESIO
+$1.29M
5
HON icon
Honeywell
HON
+$1.23M

Sector Composition

1 Technology 36.55%
2 Healthcare 23.26%
3 Industrials 12.34%
4 Communication Services 5.68%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.07M 1.32%
937,000
+245,000
27
$4.93M 1.29%
48,990
28
$4.37M 1.14%
58,196
29
$4.03M 1.05%
37,761
-11,538
30
$3.89M 1.02%
374,038
-9,750
31
$3.82M 1%
1,045,000
+785,000
32
$3.69M 0.96%
170,000
33
$3.63M 0.95%
113,000
-12,500
34
$3.59M 0.94%
152,308
-192
35
$3.51M 0.92%
40,000
36
$3.45M 0.9%
70,000
37
$3.45M 0.9%
145,000
38
$3.15M 0.82%
302,500
39
$2.88M 0.75%
288,347
-1,000
40
$2.69M 0.7%
60,000
41
$2.63M 0.69%
87,990
42
$2.61M 0.68%
51,500
43
$2.45M 0.64%
521,320
-3
44
$2.42M 0.63%
89,000
45
$2.19M 0.57%
72,000
-2,000
46
$2.15M 0.56%
323,250
47
$2.13M 0.56%
138,431
+50,000
48
$1.86M 0.49%
100,000
-10,000
49
$1.86M 0.48%
68,000
+1,500
50
$1.82M 0.48%
340,150
+65,150
1
2
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