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
$383M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.33M
3
+$770K
4
AKAM icon
Akamai
AKAM
+$639K
5
PDFS icon
PDF Solutions
PDFS
+$555K

Top Sells

1
+$13.9M
2
+$2.88M
3
+$1.53M
4
ESIO
Electro Scientific Industries
ESIO
+$1.29M
5
HON icon
Honeywell
HON
+$1.23M

Sector Composition

1 Technology 36.55%
2 Healthcare 23.26%
3 Industrials 12.34%
4 Communication Services 5.68%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.44%
238,000
-7,000
52
$1.65M 0.43%
22,500
53
$1.59M 0.41%
34,000
54
$1.43M 0.37%
84,820
-15,362
55
$1.26M 0.33%
30,000
56
$1.23M 0.32%
67,500
+7,500
57
$1.2M 0.31%
13,500
-500
58
$1.19M 0.31%
349,016
59
$1.19M 0.31%
3,593
60
$1.05M 0.27%
33,333
+16,666
61
$1.01M 0.26%
82,500
62
$948K 0.25%
12,000
+2,000
63
$922K 0.24%
12,500
64
$898K 0.23%
100,000
-40,000
65
$873K 0.23%
29,000
66
$782K 0.2%
32,500
67
$777K 0.2%
201,266
+83,658
68
$774K 0.2%
23,500
69
$736K 0.19%
75,000
+10,000
70
$731K 0.19%
35,000
71
$723K 0.19%
761,273
+28,173
72
$708K 0.18%
25,000
73
$704K 0.18%
67,200
+15,000
74
$702K 0.18%
56,816
+3,659
75
$646K 0.17%
40,000
1 2
3
4 5