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
$470M
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.18M
3
+$1.96M
4
KVHI icon
KVH Industries
KVHI
+$983K
5
SSSS icon
SuRo Capital
SSSS
+$868K

Top Sells

1
+$7.36M
2
+$6.23M
3
+$5.81M
4
SMCI icon
Super Micro Computer
SMCI
+$2.43M
5
MVNR
MAVENIR SYS INC COM STK (DE)
MVNR
+$2.22M

Sector Composition

1 Technology 32.38%
2 Healthcare 22.09%
3 Industrials 15.16%
4 Communication Services 5.48%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.43%
183,600
+13,000
52
$1.98M 0.42%
22,500
53
$1.96M 0.42%
+130,000
54
$1.94M 0.41%
34,000
-3,000
55
$1.79M 0.38%
25,250
56
$1.72M 0.37%
45,000
57
$1.7M 0.36%
114,529
58
$1.67M 0.36%
130,000
+50,000
59
$1.61M 0.34%
96,000
+34,000
60
$1.55M 0.33%
167,500
+92,500
61
$1.3M 0.28%
30,998
62
$1.24M 0.26%
562,500
63
$1.19M 0.25%
21,000
64
$1.19M 0.25%
149,542
-923,548
65
$1.16M 0.25%
140,000
66
$1.14M 0.24%
82,500
67
$1.13M 0.24%
87,500
+15,000
68
$1.11M 0.24%
70,000
+13,750
69
$1.07M 0.23%
14,000
70
$1.04M 0.22%
12,500
71
$1.02M 0.22%
55,000
72
$999K 0.21%
55,503
-10,997
73
$886K 0.19%
20,000
74
$836K 0.18%
40,000
75
$815K 0.17%
3,499
1 2
3
4 5