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
$395M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$877K
3
+$876K
4
NPTN
NEOPHOTONICS CORP
NPTN
+$848K
5
PLAB icon
Photronics
PLAB
+$608K

Top Sells

1
+$4.24M
2
+$1.4M
3
+$1.08M
4
NSAT
Norsat International Inc.
NSAT
+$969K
5
XCRA
Xcerra Corporation
XCRA
+$823K

Sector Composition

1 Technology 42.39%
2 Healthcare 20.39%
3 Industrials 12.6%
4 Communication Services 8.41%
5 Consumer Discretionary 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.87M 1.23%
80,000
27
$4.81M 1.22%
267,000
-1,208
28
$4.64M 1.17%
523,750
+68,700
29
$4.55M 1.15%
118,000
30
$4.53M 1.15%
58,196
31
$4.47M 1.13%
128,550
-31,000
32
$4.42M 1.12%
103,750
-6,250
33
$4.28M 1.08%
695,700
-19,000
34
$3.98M 1.01%
112,000
+5,000
35
$3.83M 0.97%
32,000
36
$3.76M 0.95%
27,649
37
$3.49M 0.88%
391,850
+29,200
38
$3.49M 0.88%
142,484
39
$3.36M 0.85%
60,000
40
$3.29M 0.83%
70,000
41
$3.25M 0.82%
87,990
42
$3.07M 0.78%
50,500
43
$3M 0.76%
313,950
+5,805
44
$2.98M 0.76%
29,800
-14,000
45
$2.71M 0.69%
114,700
46
$2.55M 0.65%
23,000
-2,000
47
$2.5M 0.63%
13,500
48
$2.4M 0.61%
216,450
-10,000
49
$2.31M 0.59%
57,500
50
$2.25M 0.57%
252
+37
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2
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