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
$447M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.44M
3
+$1.33M
4
CJES
C&J ENERGY SVCS LTD
CJES
+$1.21M
5
SPN
Superior Energy Services, Inc.
SPN
+$1.19M

Top Sells

1
+$6.84M
2
+$5.04M
3
+$3.67M
4
PDFS icon
PDF Solutions
PDFS
+$2.65M
5
FNSR
Finisar Corp
FNSR
+$1.61M

Sector Composition

1 Technology 32.44%
2 Healthcare 20.56%
3 Industrials 14.19%
4 Energy 4.08%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.12M 0.47%
269,750
52
$2.11M 0.47%
675,000
53
$2.07M 0.46%
127,500
-10,000
54
$2M 0.45%
80,000
+47,500
55
$1.87M 0.42%
145,000
-70,000
56
$1.86M 0.42%
269,000
-161,000
57
$1.85M 0.41%
114,500
+34,500
58
$1.8M 0.4%
351,918
59
$1.74M 0.39%
145,000
60
$1.56M 0.35%
22,180
61
$1.54M 0.34%
33,748
-20,927
62
$1.32M 0.29%
15,000
63
$1.28M 0.29%
155,000
-52,500
64
$1.24M 0.28%
45,000
65
$1.21M 0.27%
+60,000
66
$1.17M 0.26%
100,000
67
$1.13M 0.25%
44,500
68
$1.12M 0.25%
+104,100
69
$1.1M 0.25%
12,500
+1,500
70
$1.07M 0.24%
45,000
71
$958K 0.21%
12,500
72
$928K 0.21%
35,000
73
$921K 0.21%
70,000
+25,000
74
$880K 0.2%
+15,000
75
$870K 0.19%
62,000
+31,000
1 2
3
4 5