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
$447M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.44M
3
+$1.33M
4
CJES
C&J ENERGY SVCS LTD
CJES
+$1.21M
5
SPN
Superior Energy Services, Inc.
SPN
+$1.19M

Top Sells

1
+$6.84M
2
+$5.04M
3
+$3.67M
4
PDFS icon
PDF Solutions
PDFS
+$2.65M
5
FNSR
Finisar Corp
FNSR
+$1.61M

Sector Composition

1 Technology 32.44%
2 Healthcare 20.56%
3 Industrials 14.19%
4 Energy 4.08%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$863K 0.19%
50,000
77
$805K 0.18%
+35,000
78
$791K 0.18%
65,289
+30,133
79
$738K 0.17%
25,000
80
$725K 0.16%
350,000
+250,000
81
$689K 0.15%
3,750
82
$671K 0.15%
+63,335
83
$670K 0.15%
101,666
84
$614K 0.14%
92,500
+12,500
85
$602K 0.13%
12,500
86
$591K 0.13%
+80,000
87
$570K 0.13%
50,000
+30,000
88
$559K 0.13%
2,500
+1,667
89
$558K 0.12%
160,000
90
$511K 0.11%
35,000
91
$506K 0.11%
30,000
92
$470K 0.11%
+50,000
93
$426K 0.1%
30,000
94
$407K 0.09%
+40,000
95
$394K 0.09%
15,000
96
$387K 0.09%
57,800
+7,800
97
$357K 0.08%
+2,250
98
$353K 0.08%
104,000
99
$338K 0.08%
61,368
100
$337K 0.08%
5,000
1 2 3
4
5