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
$402M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$512K
3
+$443K
4
SMCI icon
Super Micro Computer
SMCI
+$245K
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$239K

Top Sells

1
+$3.83M
2
+$3.16M
3
+$2.58M
4
ESIO
Electro Scientific Industries
ESIO
+$2.14M
5
WPX
WPX Energy, Inc.
WPX
+$1.32M

Sector Composition

1 Technology 32.53%
2 Healthcare 24.31%
3 Industrials 16.26%
4 Communication Services 5.19%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.4%
66,500
+5,500
52
$1.5M 0.37%
349,016
-44,074
53
$1.45M 0.36%
245,000
+75,000
54
$1.41M 0.35%
275,000
+100,000
55
$1.32M 0.33%
255,000
-413,175
56
$1.32M 0.33%
30,000
-18,150
57
$1.26M 0.31%
60,000
58
$1.23M 0.31%
42,000
-15,000
59
$1.2M 0.3%
34,000
60
$1.12M 0.28%
14,000
61
$1.09M 0.27%
3,593
+94
62
$998K 0.25%
140,000
63
$994K 0.25%
82,500
64
$955K 0.24%
117,608
+17,500
65
$933K 0.23%
260,000
66
$872K 0.22%
12,500
67
$857K 0.21%
32,500
68
$855K 0.21%
57,000
+1,165
69
$832K 0.21%
29,000
+7,000
70
$826K 0.21%
10,000
71
$799K 0.2%
733,100
-231,900
72
$711K 0.18%
16,667
73
$696K 0.17%
65,000
74
$660K 0.16%
23,500
+8,500
75
$656K 0.16%
53,157
-61,372
1 2
3
4 5