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
$311M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.29M
3
+$1.97M
4
BN icon
Brookfield
BN
+$1.97M
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$1.33M

Top Sells

1
+$5.33M
2
+$3.47M
3
+$2.92M
4
MTSI icon
MACOM Technology Solutions
MTSI
+$1.5M
5
AQ
Aquantia Corp. Common Stock
AQ
+$1.43M

Sector Composition

1 Technology 47.69%
2 Healthcare 16.23%
3 Industrials 14.43%
4 Communication Services 9.18%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.81M 1.54%
183,200
+6,000
27
$4.48M 1.44%
26,500
28
$4.43M 1.42%
87,990
29
$4.19M 1.34%
26,250
30
$3.98M 1.28%
372,300
+39,200
31
$3.3M 1.06%
219,290
-45,091
32
$3.24M 1.04%
60,000
33
$2.51M 0.8%
478,607
34
$2.04M 0.66%
120,000
35
$2.03M 0.65%
25,750
-2,250
36
$1.97M 0.63%
+69,203
37
$1.83M 0.59%
151,000
-17,500
38
$1.82M 0.59%
135,000
+25,000
39
$1.8M 0.58%
13,250
40
$1.79M 0.57%
102,250
-9,750
41
$1.73M 0.56%
130,000
+100,000
42
$1.73M 0.55%
185,000
+90,000
43
$1.68M 0.54%
320,000
+120,000
44
$1.59M 0.51%
97,000
-10,500
45
$1.51M 0.49%
250,000
+60,000
46
$1.49M 0.48%
102,000
-50,000
47
$1.26M 0.4%
41,000
48
$1.16M 0.37%
62,000
-4,000
49
$1.15M 0.37%
2,000
50
$1.13M 0.36%
27,000
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