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
$379M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.04M
3
+$562K
4
HTCH
HUTCHINSON TECHNOLOGY INC
HTCH
+$527K
5
PDFS icon
PDF Solutions
PDFS
+$500K

Top Sells

1
+$4.44M
2
+$3.77M
3
+$3.08M
4
ENTG icon
Entegris
ENTG
+$2.65M
5
VAR
Varian Medical Systems, Inc.
VAR
+$2.04M

Sector Composition

1 Technology 38.78%
2 Healthcare 23.85%
3 Industrials 12.26%
4 Communication Services 6.77%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.41%
67,000
-4,000
52
$1.34M 0.35%
57,500
53
$1.31M 0.35%
14,750
+2,750
54
$1.27M 0.34%
109,700
55
$1.26M 0.33%
3,499
-94
56
$1.2M 0.32%
30,000
57
$1.16M 0.31%
82,500
58
$1.11M 0.29%
13,500
59
$1.07M 0.28%
37,700
60
$1.05M 0.28%
349,016
61
$983K 0.26%
12,500
62
$931K 0.25%
32,500
63
$862K 0.23%
120,000
+35,000
64
$837K 0.22%
44,490
-8,046
65
$828K 0.22%
35,000
66
$728K 0.19%
19,000
67
$707K 0.19%
22,500
-1,000
68
$674K 0.18%
51,287
-1,903
69
$562K 0.15%
+16,114
70
$556K 0.15%
28,000
71
$549K 0.15%
33,000
72
$539K 0.14%
70,000
-235,419
73
$539K 0.14%
67,500
74
$526K 0.14%
510,933
-250,340
75
$525K 0.14%
86,666
1 2
3
4 5