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
$391M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.74M
3
+$1.61M
4
CORI
Corium International, Inc.
CORI
+$1.26M
5
CRAY
Cray, Inc.
CRAY
+$1.24M

Top Sells

1
+$4.69M
2
+$2.09M
3
+$1.92M
4
LBY
Libbey, Inc.
LBY
+$1.78M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.44M

Sector Composition

1 Technology 40.81%
2 Healthcare 21.74%
3 Industrials 13.26%
4 Communication Services 7.61%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.65M 1.19%
272,500
-22,500
27
$4.57M 1.17%
205,500
+500
28
$4.35M 1.11%
55,308
29
$4.21M 1.08%
40,000
30
$4.18M 1.07%
125,000
-20,000
31
$4.15M 1.06%
58,196
32
$4.12M 1.05%
120,000
33
$4.09M 1.05%
361,750
34
$3.82M 0.98%
34,431
-183
35
$3.66M 0.94%
50,500
-1,000
36
$3.42M 0.87%
118,000
+1,000
37
$3.36M 0.86%
96,000
+4,239
38
$2.99M 0.76%
60,000
39
$2.89M 0.74%
87,990
40
$2.85M 0.73%
263,416
+13,616
41
$2.79M 0.71%
44,750
-33,500
42
$2.63M 0.67%
70,000
43
$2.52M 0.64%
910,700
-239,300
44
$2.43M 0.62%
597,824
+310,500
45
$2.02M 0.52%
477,654
-13,699
46
$1.92M 0.49%
197,500
-197,650
47
$1.84M 0.47%
+320,139
48
$1.74M 0.45%
22,500
49
$1.74M 0.45%
+25,000
50
$1.7M 0.43%
32,000
1
2
3 4 5