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
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$805K
3
+$630K
4
EFII
Electronics for Imaging
EFII
+$591K
5
GNMK
GenMark Diagnostics, Inc
GNMK
+$513K

Top Sells

1
+$6.41M
2
+$1.56M
3
+$1.35M
4
HES
Hess
HES
+$1.32M
5
PSTG icon
Pure Storage
PSTG
+$1.28M

Sector Composition

1 Technology 44.85%
2 Healthcare 19.13%
3 Industrials 14.09%
4 Communication Services 8%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.99M 1.33%
103,750
27
$4.7M 1.25%
58,196
28
$4.34M 1.16%
274,000
-81,000
29
$4.2M 1.12%
437,188
-112,336
30
$4.06M 1.08%
27,649
31
$4.05M 1.08%
95,800
-22,200
32
$3.93M 1.04%
60,000
33
$3.92M 1.04%
57,500
34
$3.74M 0.99%
32,000
35
$3.64M 0.97%
112,000
36
$3.52M 0.94%
412,750
-111,000
37
$3.46M 0.92%
87,990
38
$3.14M 0.83%
685,700
-10,000
39
$3.13M 0.83%
50,500
40
$2.99M 0.79%
98,550
-30,000
41
$2.95M 0.78%
70,000
42
$2.93M 0.78%
600,000
+165,000
43
$2.89M 0.77%
13,500
44
$2.84M 0.75%
302,950
-11,000
45
$2.61M 0.69%
125,600
-16,884
46
$2.48M 0.66%
22,300
-7,500
47
$2.43M 0.65%
392,200
+350
48
$2.34M 0.62%
112,200
-2,500
49
$2.28M 0.61%
19,000
-4,000
50
$1.91M 0.51%
418,090
-59,564
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