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
$596M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.62M
3
+$7.07M
4
CSOD
Cornerstone OnDemand, Inc.
CSOD
+$6.17M
5
TREE icon
LendingTree
TREE
+$6.16M

Top Sells

1
+$16.3M
2
+$11.6M
3
+$8.51M
4
MXL icon
MaxLinear
MXL
+$8.42M
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$8.27M

Sector Composition

1 Technology 58.36%
2 Healthcare 11.86%
3 Industrials 10.51%
4 Communication Services 8.24%
5 Financials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.82M 0.64%
1,000,000
+220,000
52
$3.54M 0.59%
275,000
-15,000
53
$3.27M 0.55%
50,000
+40,000
54
$3.16M 0.53%
72,000
-2,000
55
$3.13M 0.53%
85,950
-139,050
56
$3.1M 0.52%
24,500
57
$3M 0.5%
+330,000
58
$2.97M 0.5%
13,250
59
$2.91M 0.49%
126,250
-358,750
60
$2.72M 0.46%
195,300
-33,200
61
$2.52M 0.42%
157,500
+96,000
62
$2.44M 0.41%
55,000
-36,500
63
$2.24M 0.38%
14,506
-54,994
64
$2.03M 0.34%
86,000
+20,500
65
$2.01M 0.34%
13,500
66
$2M 0.34%
46,163
+26,163
67
$1.99M 0.33%
112,600
68
$1.96M 0.33%
17,500
69
$1.91M 0.32%
57,667
70
$1.9M 0.32%
55,000
-337,500
71
$1.84M 0.31%
108,000
72
$1.83M 0.31%
+68,653
73
$1.8M 0.3%
16,500
74
$1.72M 0.29%
+300
75
$1.43M 0.24%
2,000
1 2
3
4 5