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
$383M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.33M
3
+$770K
4
AKAM icon
Akamai
AKAM
+$639K
5
PDFS icon
PDF Solutions
PDFS
+$555K

Top Sells

1
+$13.9M
2
+$2.88M
3
+$1.53M
4
ESIO
Electro Scientific Industries
ESIO
+$1.29M
5
HON icon
Honeywell
HON
+$1.23M

Sector Composition

1 Technology 36.55%
2 Healthcare 23.26%
3 Industrials 12.34%
4 Communication Services 5.68%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$565K 0.15%
86,666
77
$560K 0.15%
20,000
-5,000
78
$530K 0.14%
19,000
+6,000
79
$529K 0.14%
74,000
-181,000
80
$527K 0.14%
42,500
-14,500
81
$452K 0.12%
4,700
+200
82
$440K 0.11%
2,700
+700
83
$435K 0.11%
28,000
84
$375K 0.1%
33,000
+8,000
85
$343K 0.09%
65,000
+2,500
86
$327K 0.09%
18,500
87
$287K 0.07%
1,400
-400
88
$279K 0.07%
10,000
89
$265K 0.07%
13,500
+1,000
90
$212K 0.06%
+5,035
91
$207K 0.05%
+25,000
92
$162K 0.04%
16,628
93
$159K 0.04%
14,117
94
$158K 0.04%
35,200
95
$140K 0.04%
10,000
-23,000
96
$100K 0.03%
30,000
97
$66K 0.02%
15,000
98
$59K 0.02%
50,200
99
– –
-13,400
100
– –
-13,750
1 2 3
4
5