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
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$805K
3
+$630K
4
EFII
Electronics for Imaging
EFII
+$591K
5
GNMK
GenMark Diagnostics, Inc
GNMK
+$513K

Top Sells

1
+$6.41M
2
+$1.56M
3
+$1.35M
4
HES
Hess
HES
+$1.32M
5
PSTG icon
Pure Storage
PSTG
+$1.28M

Sector Composition

1 Technology 44.85%
2 Healthcare 19.13%
3 Industrials 14.09%
4 Communication Services 8%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.5%
53,500
-26,500
52
$1.69M 0.45%
+149,164
53
$1.55M 0.41%
157,800
-58,650
54
$1.38M 0.37%
210,000
+30,000
55
$1.28M 0.34%
90,000
-5,000
56
$1.25M 0.33%
60,000
57
$1.24M 0.33%
29,800
58
$1.2M 0.32%
32,500
59
$1.12M 0.3%
35,000
60
$1.1M 0.29%
204
-48
61
$1.05M 0.28%
22,500
62
$906K 0.24%
2,000
63
$900K 0.24%
22,600
64
$892K 0.24%
28,000
65
$862K 0.23%
30,000
-2,000
66
$807K 0.21%
17,000
-27,750
67
$757K 0.2%
84,117
+35,000
68
$750K 0.2%
180,000
+123,000
69
$704K 0.19%
28,000
-2,000
70
$631K 0.17%
13,000
71
$630K 0.17%
+20,000
72
$623K 0.17%
72,500
73
$612K 0.16%
12,000
-15,500
74
$550K 0.15%
33,000
75
$516K 0.14%
267
-300
1 2
3
4