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
$402M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$512K
3
+$443K
4
SMCI icon
Super Micro Computer
SMCI
+$245K
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$239K

Top Sells

1
+$3.83M
2
+$3.16M
3
+$2.58M
4
ESIO
Electro Scientific Industries
ESIO
+$2.14M
5
WPX
WPX Energy, Inc.
WPX
+$1.32M

Sector Composition

1 Technology 32.53%
2 Healthcare 24.31%
3 Industrials 16.26%
4 Communication Services 5.19%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$640K 0.16%
35,000
77
$614K 0.15%
25,000
-50,000
78
$607K 0.15%
25,000
-25,000
79
$546K 0.14%
40,000
+10,000
80
$525K 0.13%
86,666
81
$483K 0.12%
28,000
-6,000
82
$476K 0.12%
52,200
-4,300
83
$404K 0.1%
13,000
84
$401K 0.1%
4,500
85
$374K 0.09%
33,000
-27,000
86
$351K 0.09%
1,800
87
$330K 0.08%
18,500
-2,500
88
$320K 0.08%
25,000
89
$298K 0.07%
2,000
90
$277K 0.07%
62,500
+25,000
91
$272K 0.07%
10,000
92
$244K 0.06%
16,628
93
$233K 0.06%
+12,500
94
$214K 0.05%
35,200
95
$196K 0.05%
14,117
-3,383
96
$128K 0.03%
30,000
97
$100K 0.02%
13,750
-31,250
98
$92K 0.02%
50,200
99
$68K 0.02%
13,400
-33,312
100
$68K 0.02%
15,000
1 2 3
4
5