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
$483M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$4.23M
3
+$3.97M
4
MVNR
MAVENIR SYS INC COM STK (DE)
MVNR
+$2.23M
5
COHR icon
Coherent
COHR
+$1.79M

Top Sells

1
+$2.88M
2
+$2.88M
3
+$2.56M
4
ENTR
ENTROPIC COMMUNICATIONS INC COM STK (DE)
ENTR
+$2.52M
5
UCTT icon
Ultra Clean Holdings
UCTT
+$1.95M

Sector Composition

1 Technology 31.8%
2 Healthcare 21.5%
3 Industrials 14.95%
4 Consumer Discretionary 3.81%
5 Energy 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.62M 0.54%
45,000
52
$2.33M 0.48%
87,990
53
$2.23M 0.46%
+200,000
54
$2.13M 0.44%
80,000
55
$2.1M 0.43%
100,000
56
$2.07M 0.43%
675,000
57
$1.96M 0.41%
145,000
58
$1.92M 0.4%
145,000
59
$1.85M 0.38%
204,750
-65,000
60
$1.83M 0.38%
351,918
61
$1.8M 0.37%
135,600
+70,311
62
$1.62M 0.33%
70,000
+10,000
63
$1.57M 0.32%
33,748
64
$1.51M 0.31%
145,000
-10,000
65
$1.42M 0.29%
56,500
+12,000
66
$1.4M 0.29%
45,000
67
$1.4M 0.29%
45,000
68
$1.36M 0.28%
45,000
+10,000
69
$1.34M 0.28%
15,000
70
$1.2M 0.25%
120,000
+50,000
71
$1.19M 0.25%
16,635
-5,545
72
$1.17M 0.24%
100,000
73
$1.16M 0.24%
70,000
+30,000
74
$1.16M 0.24%
12,500
75
$1.14M 0.24%
170,000
+77,500
1 2
3
4 5