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
$479M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.02M
3
+$1.62M
4
GPOR
Gulfport Energy Corp.
GPOR
+$1.57M
5
WWE
World Wrestling Entertainment
WWE
+$1.2M

Top Sells

1
+$6.33M
2
+$2.43M
3
+$2.18M
4
BCOV
Brightcove, Inc.
BCOV
+$2.02M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.65M

Sector Composition

1 Technology 32.09%
2 Healthcare 22.11%
3 Industrials 15.27%
4 Communication Services 4.9%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$828K 0.17%
75,000
77
$789K 0.16%
86,666
78
$768K 0.16%
35,000
79
$755K 0.16%
75,000
-25,000
80
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3,500
81
$734K 0.15%
48,000
+8,000
82
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25,000
+15,000
83
$642K 0.13%
65,000
84
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+15,000
85
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38,000
-2,000
86
$558K 0.12%
+30,200
87
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3,700
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88
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20,000
89
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+68,886
90
$522K 0.11%
+21,500
91
$501K 0.1%
19,000
+4,500
92
$484K 0.1%
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93
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55,000
-2,800
94
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42,500
-191,920
95
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96
$413K 0.09%
20,000
97
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160,000
98
$396K 0.08%
5,000
99
$392K 0.08%
11,250
+3,750
100
$387K 0.08%
11,000
2 3
4
5 6