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
$376M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$765K
3
+$727K
4
GNMK
GenMark Diagnostics, Inc
GNMK
+$592K
5
HA
Hawaiian Holdings, Inc.
HA
+$530K

Top Sells

1
+$6.65M
2
+$3.66M
3
+$3.43M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.36M
5
UAL icon
United Airlines
UAL
+$1.88M

Sector Composition

1 Technology 39.23%
2 Healthcare 21.61%
3 Industrials 13.04%
4 Communication Services 8.15%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.46%
477,654
52
$1.61M 0.43%
215
+102
53
$1.53M 0.41%
30,000
54
$1.52M 0.41%
342,500
55
$1.5M 0.4%
3,499
56
$1.45M 0.38%
95,000
-12,500
57
$1.33M 0.35%
66,000
+17,000
58
$1.27M 0.34%
32,000
59
$1.2M 0.32%
32,500
60
$1.2M 0.32%
29,800
-700
61
$1.05M 0.28%
35,000
62
$996K 0.27%
60,000
63
$969K 0.26%
85,000
-29,240
64
$912K 0.24%
9,000
65
$874K 0.23%
28,000
66
$823K 0.22%
12,500
67
$823K 0.22%
84,166
-2,500
68
$798K 0.21%
567
69
$780K 0.21%
22,500
70
$776K 0.21%
200,000
+95,000
71
$747K 0.2%
180,000
72
$719K 0.19%
9,900
+3,700
73
$661K 0.18%
33,000
74
$625K 0.17%
54,117
-30,000
75
$592K 0.16%
+50,000
1 2
3
4 5