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
$475M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$583K
3
+$579K
4
AVID
Avid Technology Inc
AVID
+$568K
5
CUTR
Cutera, Inc.
CUTR
+$552K

Top Sells

1
+$2.32M
2
+$2.12M
3
+$1.9M
4
KMX icon
CarMax
KMX
+$1.83M
5
PSMI
PEREGRINE SEMICONDUCTOR CORP COM STK (DE)
PSMI
+$1.64M

Sector Composition

1 Technology 32.08%
2 Healthcare 22.92%
3 Industrials 15.77%
4 Communication Services 5.07%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$816K 0.17%
40,000
-20,000
77
$803K 0.17%
35,000
78
$794K 0.17%
86,666
79
$793K 0.17%
3,499
-1
80
$774K 0.16%
72,500
+51,700
81
$767K 0.16%
75,000
+45,000
82
$692K 0.15%
43,500
+3,650
83
$627K 0.13%
69,991
+5,890
84
$613K 0.13%
32,500
85
$568K 0.12%
+40,000
86
$560K 0.12%
160,000
87
$555K 0.12%
75,000
88
$552K 0.12%
20,000
89
$521K 0.11%
15,000
90
$483K 0.1%
10,000
-5,000
91
$472K 0.1%
55,100
-3,400
92
$444K 0.09%
72,608
+3,722
93
$431K 0.09%
13,000
94
$422K 0.09%
11,000
95
$421K 0.09%
55,000
96
$396K 0.08%
25,000
97
$375K 0.08%
5,000
98
$372K 0.08%
5,000
99
$331K 0.07%
2,000
100
$324K 0.07%
5,000
2 3
4
5 6