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
$379M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.04M
3
+$562K
4
HTCH
HUTCHINSON TECHNOLOGY INC
HTCH
+$527K
5
PDFS icon
PDF Solutions
PDFS
+$500K

Top Sells

1
+$4.44M
2
+$3.77M
3
+$3.08M
4
ENTG icon
Entegris
ENTG
+$2.65M
5
VAR
Varian Medical Systems, Inc.
VAR
+$2.04M

Sector Composition

1 Technology 38.78%
2 Healthcare 23.85%
3 Industrials 12.26%
4 Communication Services 6.77%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$394K 0.1%
18,500
77
$389K 0.1%
65,200
+25,000
78
$360K 0.1%
+9,735
79
$359K 0.09%
13,500
80
$339K 0.09%
+25,000
81
$324K 0.09%
29,430
-5,070
82
$314K 0.08%
+23
83
$295K 0.08%
+20,000
84
$294K 0.08%
+25,000
85
$247K 0.07%
19,117
+5,000
86
$242K 0.06%
10,000
87
$241K 0.06%
+8,000
88
$237K 0.06%
25,000
89
$227K 0.06%
10,000
90
$209K 0.06%
+25,000
91
$199K 0.05%
50,000
+30,000
92
$196K 0.05%
+10,000
93
$187K 0.05%
45,000
94
$177K 0.05%
+20,000
95
$160K 0.04%
10,000
96
$137K 0.04%
12,000
-330,000
97
$124K 0.03%
+15,000
98
$85K 0.02%
25,200
99
$67K 0.02%
15,000
100
– –
-23,333
1 2 3
4
5