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
$596M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.62M
3
+$7.07M
4
CSOD
Cornerstone OnDemand, Inc.
CSOD
+$6.17M
5
TREE icon
LendingTree
TREE
+$6.16M

Top Sells

1
+$16.3M
2
+$11.6M
3
+$8.51M
4
MXL icon
MaxLinear
MXL
+$8.42M
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$8.27M

Sector Composition

1 Technology 58.36%
2 Healthcare 11.86%
3 Industrials 10.51%
4 Communication Services 8.24%
5 Financials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.18M 1.37%
150,000
+11,500
27
$8.02M 1.35%
336,392
-15,000
28
$7.6M 1.28%
241,500
+26,500
29
$7.5M 1.26%
1,250,000
+470,000
30
$7.46M 1.25%
128,000
-4,500
31
$7.43M 1.25%
607,500
+57,500
32
$7.07M 1.19%
+450,000
33
$6.97M 1.17%
277,916
-648,196
34
$6.8M 1.14%
26,250
35
$6.17M 1.03%
+140,000
36
$6.16M 1.03%
+22,500
37
$6.09M 1.02%
126,750
+120,000
38
$6.08M 1.02%
51,906
39
$5.9M 0.99%
285,000
+25,000
40
$5.79M 0.97%
87,990
41
$5.64M 0.95%
26,500
42
$5.35M 0.9%
25,000
43
$5.12M 0.86%
466,098
44
$5.11M 0.86%
466,544
45
$5.04M 0.85%
48,000
46
$4.79M 0.8%
65,500
47
$4.77M 0.8%
59,500
-2,500
48
$4.75M 0.8%
19,475
49
$4.58M 0.77%
71,362
+46,362
50
$3.89M 0.65%
100,000
+55,000
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