NIM

Needham Investment Management Portfolio holdings

AUM $1.58B
1-Year Est. Return 51.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$356M
AUM Growth
+$6.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.7M
3
+$683K
4
ZS icon
Zscaler
ZS
+$610K
5
COHR
Coherent Inc
COHR
+$593K

Top Sells

1
+$2.63M
2
+$2.61M
3
+$2.49M
4
PSTG icon
Everpure, Inc.
PSTG
+$2.39M
5
FNGN
Financial Engines, Inc.
FNGN
+$2.1M

Sector Composition

1 Technology 46.81%
2 Healthcare 18.65%
3 Industrials 13.61%
4 Communication Services 9.12%
5 Consumer Discretionary 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.49%
150,664
+44,500
52
$1.53M 0.43%
245,000
+25,000
53
$1.47M 0.41%
230,000
+50,000
54
$1.4M 0.39%
20,000
-37,500
55
$1.39M 0.39%
60,000
56
$1.25M 0.35%
29,800
57
$1.21M 0.34%
9,000
58
$1.02M 0.29%
14,000
-1,000
59
$985K 0.28%
19,500
+13,500
60
$963K 0.27%
35,000
61
$954K 0.27%
25,000
62
$860K 0.24%
2,000
63
$846K 0.24%
55,000
+5,000
64
$837K 0.23%
25,000
-2,000
65
$724K 0.2%
20,000
+500
66
$715K 0.2%
+20,000
67
$707K 0.2%
33,000
68
$653K 0.18%
9,750
-7,250
69
$579K 0.16%
+23,669
70
$547K 0.15%
+3,500
71
$525K 0.15%
10,000
-500
72
$521K 0.15%
11,000
+4,000
73
$501K 0.14%
200
74
$498K 0.14%
30,000
+10,000
75
$498K 0.14%
8,000
-1,500
1 2
3
4