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
$266M
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.31M
3
+$795K
4
ASPN icon
Aspen Aerogels
ASPN
+$736K
5
PDFS icon
PDF Solutions
PDFS
+$709K

Top Sells

1
+$2.64M
2
+$2.46M
3
+$2.4M
4
CORI
Corium International, Inc.
CORI
+$1.98M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.49M

Sector Composition

1 Technology 46.82%
2 Healthcare 17.22%
3 Industrials 12.17%
4 Communication Services 10.81%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.91M 1.47%
64,000
-500
27
$3.58M 1.34%
90,800
-3,000
28
$3.5M 1.31%
26,500
-1,149
29
$3.24M 1.22%
85,727
+2,000
30
$3.16M 1.19%
119,700
+59,500
31
$2.79M 1.05%
60,000
32
$2.78M 1.04%
70,000
33
$2.52M 0.95%
287,500
+34,600
34
$2.41M 0.9%
1,130,400
+345,400
35
$2.35M 0.88%
112,000
36
$2.29M 0.86%
215,700
-69,593
37
$2.1M 0.79%
478,607
38
$2.01M 0.76%
110,972
-5,500
39
$1.82M 0.68%
193,800
+11,000
40
$1.81M 0.68%
137,000
+6,800
41
$1.59M 0.6%
32,000
42
$1.5M 0.56%
13,250
-1,500
43
$1.36M 0.51%
280,500
+20,500
44
$1.33M 0.5%
121,000
-6,500
45
$1.3M 0.49%
31,000
+1,000
46
$1.29M 0.48%
152,000
-10,000
47
$1.27M 0.48%
28,000
-1,800
48
$1.08M 0.41%
60,000
49
$1.06M 0.4%
35,000
50
$1.05M 0.39%
14,000
1
2
3 4