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
$473M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$2.46M
3
+$1.98M
4
LADR
Ladder Capital
LADR
+$1.89M
5
SSSS icon
SuRo Capital
SSSS
+$1.01M

Top Sells

1
+$10.1M
2
+$2.7M
3
+$2.39M
4
SPN
Superior Energy Services, Inc.
SPN
+$2.13M
5
CJES
C&J ENERGY SVCS LTD
CJES
+$1.62M

Sector Composition

1 Technology 31.46%
2 Healthcare 22.48%
3 Industrials 15.92%
4 Communication Services 4.73%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$862K 0.18%
140,000
-30,000
77
$861K 0.18%
142,400
+89,977
78
$857K 0.18%
+70,000
79
$773K 0.16%
86,666
80
$742K 0.16%
65,000
+10,000
81
$729K 0.15%
35,000
82
$702K 0.15%
40,000
83
$697K 0.15%
87,922
-62,078
84
$691K 0.15%
40,000
+10,000
85
$647K 0.14%
3,500
86
$502K 0.11%
100,000
+25,000
87
$485K 0.1%
2,750
88
$475K 0.1%
65,000
-2,400
89
$472K 0.1%
20,000
90
$466K 0.1%
57,800
91
$453K 0.1%
160,000
92
$394K 0.08%
5,000
93
$394K 0.08%
+20,000
94
$372K 0.08%
13,000
95
$355K 0.08%
5,000
96
$352K 0.07%
+11,000
97
$338K 0.07%
+20,000
98
$310K 0.07%
+10,000
99
$304K 0.06%
32,500
+9,000
100
$295K 0.06%
+2,000
2 3
4
5 6