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
$428M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$19.4M
3
+$18.1M
4
GILD icon
Gilead Sciences
GILD
+$14.1M
5
PCP
PRECISION CASTPARTS CORP
PCP
+$13.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.4%
2 Healthcare 20.34%
3 Industrials 14.71%
4 Communication Services 3.66%
5 Consumer Discretionary 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.51%
+675,000
52
$2.16M 0.5%
+152,600
53
$2.04M 0.48%
+137,500
54
$2.02M 0.47%
+87,990
55
$2M 0.47%
+79,000
56
$1.94M 0.45%
+351,918
57
$1.88M 0.44%
+54,675
58
$1.8M 0.42%
+145,000
59
$1.61M 0.38%
+95,000
60
$1.48M 0.35%
+80,000
61
$1.46M 0.34%
+110,000
62
$1.45M 0.34%
+207,500
63
$1.38M 0.32%
+22,180
64
$1.31M 0.31%
+8,000
65
$1.24M 0.29%
+45,000
66
$1.09M 0.26%
+15,000
67
$1.06M 0.25%
+100,000
68
$1.06M 0.25%
+44,500
69
$985K 0.23%
+20,000
70
$968K 0.23%
+50,000
71
$950K 0.22%
+30,000
72
$910K 0.21%
+12,500
73
$869K 0.2%
+182,500
74
$843K 0.2%
+32,500
75
$828K 0.19%
+35,000
1 2
3
4 5