NIM

Needham Investment Management Portfolio holdings

AUM $1.58B
1-Year Est. Return 51.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$1.12M
3
+$674K
4
PDFS icon
PDF Solutions
PDFS
+$448K
5
CORI
Corium International, Inc.
CORI
+$407K

Top Sells

1
+$4.12M
2
+$3.26M
3
+$3.08M
4
ENTG icon
Entegris
ENTG
+$2.49M
5
VAR
Varian Medical Systems, Inc.
VAR
+$1.91M

Sector Composition

1 Technology 38.78%
2 Healthcare 23.85%
3 Industrials 12.26%
4 Communication Services 6.77%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.83M 1.27%
55,308
-23,378
27
$4.69M 1.24%
1,177,500
+132,500
28
$4.29M 1.13%
145,000
29
$4.2M 1.11%
78,250
30
$4.19M 1.11%
205,000
+51,000
31
$4.14M 1.09%
170,000
32
$4.09M 1.08%
40,000
33
$4.02M 1.06%
295,000
-2,500
34
$3.83M 1.01%
34,614
-1,573
35
$3.73M 0.99%
361,750
+25,500
36
$3.43M 0.91%
120,000
+10,000
37
$3.36M 0.89%
+1,150,000
38
$3.31M 0.87%
117,000
-8,000
39
$3.14M 0.83%
51,500
40
$2.97M 0.78%
70,000
41
$2.93M 0.77%
395,150
+38,450
42
$2.84M 0.75%
87,990
43
$2.65M 0.7%
91,761
+4,261
44
$2.63M 0.69%
249,800
-32,066
45
$2.33M 0.62%
60,000
46
$1.95M 0.51%
491,353
47
$1.81M 0.48%
32,000
-2,000
48
$1.78M 0.47%
100,000
49
$1.63M 0.43%
22,500
50
$1.62M 0.43%
287,324
+81,058
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