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
$475M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$583K
3
+$579K
4
AVID
Avid Technology Inc
AVID
+$568K
5
CUTR
Cutera, Inc.
CUTR
+$552K

Top Sells

1
+$2.32M
2
+$2.12M
3
+$1.9M
4
KMX icon
CarMax
KMX
+$1.83M
5
PSMI
PEREGRINE SEMICONDUCTOR CORP COM STK (DE)
PSMI
+$1.64M

Sector Composition

1 Technology 32.08%
2 Healthcare 22.92%
3 Industrials 15.77%
4 Communication Services 5.07%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.39%
74,000
-4,000
52
$1.84M 0.39%
37,000
-8,000
53
$1.81M 0.38%
715,000
-186,350
54
$1.8M 0.38%
114,529
55
$1.73M 0.36%
308,019
56
$1.65M 0.35%
45,000
57
$1.58M 0.33%
66,500
58
$1.52M 0.32%
123,500
-42,500
59
$1.5M 0.31%
562,500
60
$1.45M 0.31%
174,750
+20,000
61
$1.43M 0.3%
25,250
62
$1.35M 0.28%
30,998
-2,750
63
$1.33M 0.28%
130,000
-40,000
64
$1.26M 0.27%
14,000
65
$1.26M 0.27%
140,000
66
$1.17M 0.25%
82,500
67
$1.14M 0.24%
100,000
68
$1.08M 0.23%
55,000
+25,000
69
$1.07M 0.22%
12,500
70
$1.01M 0.21%
62,000
+11,374
71
$1.01M 0.21%
21,000
+1,000
72
$965K 0.2%
56,250
+26,250
73
$962K 0.2%
80,000
-45,000
74
$846K 0.18%
20,000
75
$842K 0.18%
75,000
1 2
3
4 5