NIM
Needham Investment Management Portfolio holdings
AUM
$1.25B
This Quarter Return
-1.83%
1 Year Return
+25.29%
3 Year Return
+180.97%
5 Year Return
+249.06%
10 Year Return
+657.55%
AUM
$452M
AUM Growth
+$452M
(-5.7%)
Cap. Flow
-$12.1M
Cap. Flow
% of AUM
-2.67%
Top 10 Holdings %
Top 10 Hldgs %
40.07%
Holding
128
New
6
Increased
27
Reduced
22
Closed
7
Top Buys
| 1 |
Air Lease Corp
AL
|
$1.8M |
| 2 |
Coherent
COHR
|
$1.29M |
| 3 |
KVH Industries
KVHI
|
$1.09M |
| 4 |
CPWR
COMPUWARE CORP
CPWR
|
$1.06M |
| 5 |
XLNX
Xilinx Inc
XLNX
|
$953K |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$4.95M |
| 2 |
Thermo Fisher Scientific
TMO
|
$4.26M |
| 3 |
ESRX
Express Scripts Holding Company
ESRX
|
$2.61M |
| 4 |
Honeywell
HON
|
$2.56M |
| 5 |
Adeia
ADEA
|
$1.84M |
Sector Composition
| 1 | Technology | 30.76% |
| 2 | Healthcare | 22.1% |
| 3 | Industrials | 15.55% |
| 4 | Communication Services | 5.27% |
| 5 | Consumer Discretionary | 3.83% |
