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
$501M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.27M
3
+$3.83M
4
PSN icon
Parsons
PSN
+$3.76M
5
ADTN icon
Adtran
ADTN
+$3.24M

Top Sells

1
+$6.07M
2
+$4.85M
3
+$4.75M
4
MIME
Mimecast Limited
MIME
+$4.69M
5
ECOM
CHANNELADVISOR CORPORATION
ECOM
+$4.27M

Sector Composition

1 Technology 58.59%
2 Healthcare 14.11%
3 Industrials 10.94%
4 Communication Services 7.95%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.4M 1.48%
1,343,391
+55,891
27
$7.25M 1.45%
351,392
28
$7.21M 1.44%
617,843
+416,879
29
$7.17M 1.43%
69,500
+29,500
30
$6.1M 1.22%
392,500
-92,500
31
$5.99M 1.2%
485,000
-392,500
32
$5.79M 1.16%
780,000
+217,500
33
$5.44M 1.09%
215,000
34
$5.39M 1.08%
51,906
-2,000
35
$5.31M 1.06%
48,000
36
$5.09M 1.02%
26,250
37
$4.64M 0.93%
160,000
+20,000
38
$4.55M 0.91%
87,990
39
$4.5M 0.9%
138,500
+8,500
40
$4.49M 0.9%
550,000
+36,000
41
$4.42M 0.88%
19,475
-256
42
$4.36M 0.87%
26,500
43
$4.32M 0.86%
251,383
-23,617
44
$4.24M 0.85%
466,098
-12,509
45
$4.13M 0.82%
25,000
46
$4.05M 0.81%
65,500
-5,000
47
$4.05M 0.81%
260,000
+50,000
48
$3.9M 0.78%
466,544
+72,544
49
$3.54M 0.71%
345,550
+315,550
50
$3.51M 0.7%
74,000
-2,000
1
2
3 4 5