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
$266M
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.31M
3
+$795K
4
ASPN icon
Aspen Aerogels
ASPN
+$736K
5
PDFS icon
PDF Solutions
PDFS
+$709K

Top Sells

1
+$2.64M
2
+$2.46M
3
+$2.4M
4
CORI
Corium International, Inc.
CORI
+$1.98M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.49M

Sector Composition

1 Technology 46.82%
2 Healthcare 17.22%
3 Industrials 12.17%
4 Communication Services 10.81%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$908K 0.34%
16,000
+3,500
52
$795K 0.3%
+160,000
53
$705K 0.26%
2,000
54
$641K 0.24%
+31,500
55
$591K 0.22%
25,000
56
$551K 0.21%
9,000
-1,000
57
$541K 0.2%
15,000
+10,000
58
$463K 0.17%
19,669
-1,000
59
$433K 0.16%
1,500
-750
60
$414K 0.16%
15,500
-4,500
61
$395K 0.15%
9,750
62
$389K 0.15%
+40,000
63
$387K 0.15%
34,100
+1,600
64
$387K 0.15%
10,500
+2,000
65
$377K 0.14%
6,000
-2,000
66
$375K 0.14%
+4,500
67
$370K 0.14%
8,500
68
$368K 0.14%
16,582
-3,418
69
$358K 0.13%
+6,000
70
$340K 0.13%
25,000
71
$330K 0.12%
51,000
-29,000
72
$317K 0.12%
+15,500
73
$306K 0.11%
+10,000
74
$298K 0.11%
200
75
$265K 0.1%
14,893
-7,000
1 2
3
4