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
$1.3B
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.91M
3
+$6.71M
4
MDU icon
MDU Resources
MDU
+$5.82M
5
MTRX icon
Matrix Service
MTRX
+$4.55M

Top Sells

1
+$5.39M
2
+$3.04M
3
+$2.92M
4
CIEN icon
Ciena
CIEN
+$2.89M
5
HA
Hawaiian Holdings, Inc.
HA
+$2.49M

Sector Composition

1 Technology 55.94%
2 Industrials 19.29%
3 Healthcare 6.34%
4 Materials 4.37%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.92M 0.61%
1,335,000
-75,000
52
$7.85M 0.6%
2,875,000
+150,000
53
$7.76M 0.6%
4,950
+2,300
54
$7.23M 0.55%
1,502,500
+227,500
55
$7.16M 0.55%
30,750
56
$7.16M 0.55%
600,000
+250,000
57
$7.11M 0.55%
825,000
+52,500
58
$7.01M 0.54%
210,000
+25,000
59
$6.96M 0.53%
430,828
+133,200
60
$6.92M 0.53%
7,800
+1,550
61
$6.91M 0.53%
63,000
+4,000
62
$6.42M 0.49%
522,500
+107,500
63
$6.27M 0.48%
915,000
+185,000
64
$6.24M 0.48%
1,291,600
-100,000
65
$6.16M 0.47%
54,500
+14,500
66
$5.83M 0.45%
43,500
+13,500
67
$5.37M 0.41%
64,000
68
$5.32M 0.41%
352,719
+10,904
69
$5.22M 0.4%
6,200,000
+415,000
70
$5.21M 0.4%
267,500
+22,500
71
$5.13M 0.39%
190,000
-16,500
72
$5.05M 0.39%
70,000
+8,500
73
$4.97M 0.38%
127,500
+87,500
74
$4.92M 0.38%
306,000
75
$4.88M 0.37%
300,000
+10,000
1 2
3
4 5