NIM
Needham Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
25.29%
This Quarter Return
+1.42%
1 Year Return
+25.29%
3 Year Return
+180.97%
5 Year Return
+249.06%
10 Year Return
+657.55%
AUM
$362M
AUM Growth
-$21.2M
(-5.5%)
Cap. Flow
-$23.1M
Cap. Flow
% of AUM
-6.39%
Top 10 Holdings %
Top 10 Hldgs %
42.49%
Holding
99
New
1
Increased
19
Reduced
28
Closed
9
Top Buys
| 1 |
Apple
AAPL
|
$861K |
| 2 |
AMBR
Amber Road, Inc.
AMBR
|
$765K |
| 3 |
IPG Photonics
IPGP
|
$704K |
| 4 |
Navigator Holdings
NVGS
|
$517K |
| 5 |
GVP
GSE Systems, Inc.
GVP
|
$435K |
Top Sells
| 1 |
NEWP
NEWPORT CORP
NEWP
|
$11.8M |
| 2 |
Thermo Fisher Scientific
TMO
|
$2.14M |
| 3 |
CUDA
Barracuda Networks, Inc.
CUDA
|
$1.39M |
| 4 |
HES
Hess
HES
|
$1.37M |
| 5 |
Herc Holdings
HRI
|
$1.32M |
Sector Composition
| 1 | Technology | 38.54% |
| 2 | Healthcare | 24.77% |
| 3 | Industrials | 12.58% |
| 4 | Communication Services | 5.7% |
| 5 | Consumer Discretionary | 2.86% |
