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
$391M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.74M
3
+$1.61M
4
CORI
Corium International, Inc.
CORI
+$1.26M
5
CRAY
Cray, Inc.
CRAY
+$1.24M

Top Sells

1
+$4.69M
2
+$2.09M
3
+$1.92M
4
LBY
Libbey, Inc.
LBY
+$1.78M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.44M

Sector Composition

1 Technology 40.81%
2 Healthcare 21.74%
3 Industrials 13.26%
4 Communication Services 7.61%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.43%
67,000
52
$1.61M 0.41%
+126,000
53
$1.58M 0.4%
170,000
+50,000
54
$1.37M 0.35%
90,927
-18,773
55
$1.33M 0.34%
13,500
56
$1.33M 0.34%
167,500
+147,500
57
$1.32M 0.34%
30,000
58
$1.25M 0.32%
3,499
59
$1.24M 0.32%
+60,000
60
$1.22M 0.31%
107,500
+82,500
61
$1.17M 0.3%
61,000
+16,510
62
$1.13M 0.29%
70,000
-12,500
63
$1.09M 0.28%
265,000
+199,800
64
$1.05M 0.27%
12,500
65
$1.02M 0.26%
57,500
66
$952K 0.24%
80,000
+60,000
67
$940K 0.24%
30,500
-7,200
68
$938K 0.24%
32,500
69
$849K 0.22%
35,000
70
$837K 0.21%
31,500
+21,765
71
$830K 0.21%
10,000
-4,750
72
$814K 0.21%
22,500
73
$799K 0.2%
70
+47
74
$780K 0.2%
+6,500
75
$777K 0.2%
54,117
+35,000
1 2
3
4 5