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
$470M
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.18M
3
+$1.96M
4
KVHI icon
KVH Industries
KVHI
+$983K
5
SSSS icon
SuRo Capital
SSSS
+$868K

Top Sells

1
+$7.36M
2
+$6.23M
3
+$5.81M
4
SMCI icon
Super Micro Computer
SMCI
+$2.43M
5
MVNR
MAVENIR SYS INC COM STK (DE)
MVNR
+$2.22M

Sector Composition

1 Technology 32.38%
2 Healthcare 22.09%
3 Industrials 15.16%
4 Communication Services 5.48%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$794K 0.17%
35,000
77
$771K 0.16%
86,666
78
$702K 0.15%
46,776
+3,276
79
$687K 0.15%
32,500
80
$671K 0.14%
45,000
+5,000
81
$610K 0.13%
75,000
82
$574K 0.12%
87,608
+15,000
83
$573K 0.12%
+30,000
84
$547K 0.12%
91,141
+21,150
85
$536K 0.11%
+75,000
86
$502K 0.11%
20,000
87
$490K 0.1%
35,000
-88,500
88
$489K 0.1%
15,000
89
$482K 0.1%
25,000
90
$464K 0.1%
5,000
91
$461K 0.1%
55,000
92
$456K 0.1%
13,000
93
$456K 0.1%
30,000
+20,000
94
$453K 0.1%
60,000
+4,900
95
$427K 0.09%
160,000
96
$420K 0.09%
7,500
-2,500
97
$372K 0.08%
11,000
98
$348K 0.07%
+40,000
99
$347K 0.07%
5,000
100
$331K 0.07%
50,200
+200
1 2 3
4
5