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
$479M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.02M
3
+$1.62M
4
GPOR
Gulfport Energy Corp.
GPOR
+$1.57M
5
WWE
World Wrestling Entertainment
WWE
+$1.2M

Top Sells

1
+$6.33M
2
+$2.43M
3
+$2.18M
4
BCOV
Brightcove, Inc.
BCOV
+$2.02M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.65M

Sector Composition

1 Technology 32.09%
2 Healthcare 22.11%
3 Industrials 15.27%
4 Communication Services 4.9%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.26M 0.47%
22,500
52
$2.25M 0.47%
145,000
53
$2.2M 0.46%
145,000
54
$2.11M 0.44%
308,019
+154,009
55
$2.1M 0.44%
45,000
56
$1.94M 0.4%
236,000
-70,000
57
$1.83M 0.38%
314,118
-37,800
58
$1.83M 0.38%
153,500
+101,000
59
$1.66M 0.35%
114,529
-10,089
60
$1.62M 0.34%
+78,857
61
$1.49M 0.31%
125,000
+25,000
62
$1.47M 0.31%
12,500
63
$1.45M 0.3%
45,000
64
$1.41M 0.29%
58,500
+8,500
65
$1.33M 0.28%
154,750
-5,000
66
$1.29M 0.27%
33,748
67
$1.28M 0.27%
20,000
68
$1.27M 0.26%
14,000
69
$1.23M 0.26%
100,000
70
$1.06M 0.22%
+64,101
71
$1.04M 0.22%
92,911
-42,689
72
$999K 0.21%
104,100
73
$908K 0.19%
132,400
-10,000
74
$897K 0.19%
140,000
75
$862K 0.18%
+60,500
1 2
3
4 5