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
$501M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.27M
3
+$3.83M
4
PSN icon
Parsons
PSN
+$3.76M
5
ADTN icon
Adtran
ADTN
+$3.24M

Top Sells

1
+$6.07M
2
+$4.85M
3
+$4.75M
4
MIME
Mimecast Limited
MIME
+$4.69M
5
ECOM
CHANNELADVISOR CORPORATION
ECOM
+$4.27M

Sector Composition

1 Technology 58.59%
2 Healthcare 14.11%
3 Industrials 10.94%
4 Communication Services 7.95%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.22M 0.64%
62,000
52
$2.97M 0.59%
294,279
53
$2.97M 0.59%
290,000
-10,000
54
$2.73M 0.55%
780,000
-170,000
55
$2.69M 0.54%
91,500
-48,500
56
$2.36M 0.47%
228,500
-21,500
57
$2.35M 0.47%
50,000
-100,000
58
$2.25M 0.45%
13,250
59
$2.24M 0.45%
24,500
-750
60
$2.16M 0.43%
+19,000
61
$2.08M 0.42%
+25,000
62
$1.93M 0.39%
108,000
63
$1.9M 0.38%
110,871
-214,129
64
$1.76M 0.35%
165,000
+75,000
65
$1.74M 0.35%
+40,000
66
$1.7M 0.34%
13,500
67
$1.53M 0.31%
57,667
-11,533
68
$1.53M 0.31%
45,000
+30,000
69
$1.52M 0.3%
2,000
70
$1.47M 0.29%
17,500
-2,500
71
$1.45M 0.29%
112,600
72
$1.34M 0.27%
16,500
73
$1.26M 0.25%
85,000
+2,500
74
$1.21M 0.24%
+65,500
75
$1.12M 0.22%
107,665
1 2
3
4 5