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
$473M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$2.46M
3
+$1.98M
4
LADR
Ladder Capital
LADR
+$1.89M
5
SSSS icon
SuRo Capital
SSSS
+$1.01M

Top Sells

1
+$10.1M
2
+$2.7M
3
+$2.39M
4
SPN
Superior Energy Services, Inc.
SPN
+$2.13M
5
CJES
C&J ENERGY SVCS LTD
CJES
+$1.62M

Sector Composition

1 Technology 31.46%
2 Healthcare 22.48%
3 Industrials 15.92%
4 Communication Services 4.73%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.46M 0.52%
45,000
52
$2.31M 0.49%
234,420
-34,480
53
$2.24M 0.47%
60,000
+15,000
54
$2.23M 0.47%
145,000
55
$2.2M 0.47%
351,918
56
$2.18M 0.46%
66,050
+9,550
57
$2.16M 0.46%
145,000
58
$1.94M 0.41%
22,500
+10,000
59
$1.89M 0.4%
+124,618
60
$1.87M 0.4%
675,000
61
$1.65M 0.35%
135,600
62
$1.52M 0.32%
52,500
-17,500
63
$1.44M 0.3%
14,000
-1,000
64
$1.36M 0.29%
159,750
-45,000
65
$1.31M 0.28%
50,000
+35,000
66
$1.22M 0.26%
12,500
67
$1.22M 0.26%
100,000
+40,000
68
$1.19M 0.25%
33,748
69
$1.1M 0.23%
45,000
70
$1.1M 0.23%
20,000
+5,000
71
$1.08M 0.23%
100,000
72
$1.05M 0.22%
104,100
73
$1.01M 0.21%
+154,010
74
$960K 0.2%
75,000
75
$948K 0.2%
100,000
-45,000
1 2
3
4 5