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
$376M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$765K
3
+$727K
4
GNMK
GenMark Diagnostics, Inc
GNMK
+$592K
5
HA
Hawaiian Holdings, Inc.
HA
+$530K

Top Sells

1
+$6.65M
2
+$3.66M
3
+$3.43M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.36M
5
UAL icon
United Airlines
UAL
+$1.88M

Sector Composition

1 Technology 39.23%
2 Healthcare 21.61%
3 Industrials 13.04%
4 Communication Services 8.15%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.16M 1.37%
58,196
27
$4.55M 1.21%
355,000
-40,000
28
$4.52M 1.2%
43,800
-2,700
29
$4.51M 1.2%
604,149
-21,475
30
$4.28M 1.14%
455,050
+77,300
31
$4.25M 1.13%
118,000
32
$4.11M 1.09%
110,000
-10,000
33
$4.08M 1.09%
125,000
34
$3.79M 1.01%
32,000
-8,000
35
$3.73M 0.99%
60,000
36
$3.58M 0.95%
714,700
-46,000
37
$3.53M 0.94%
27,649
38
$3.39M 0.9%
50,500
39
$3.39M 0.9%
87,990
40
$3.32M 0.88%
107,000
+5,250
41
$3.26M 0.87%
70,000
42
$2.99M 0.8%
142,484
43
$2.94M 0.78%
308,145
44
$2.63M 0.7%
362,650
+42,511
45
$2.39M 0.64%
25,000
46
$2.29M 0.61%
57,500
47
$2.05M 0.55%
114,700
+20,000
48
$1.96M 0.52%
44,750
49
$1.96M 0.52%
13,500
50
$1.88M 0.5%
226,450
+56,450
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