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
$391M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.74M
3
+$1.61M
4
CORI
Corium International, Inc.
CORI
+$1.26M
5
CRAY
Cray, Inc.
CRAY
+$1.24M

Top Sells

1
+$4.69M
2
+$2.09M
3
+$1.92M
4
LBY
Libbey, Inc.
LBY
+$1.78M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.44M

Sector Composition

1 Technology 40.81%
2 Healthcare 21.74%
3 Industrials 13.26%
4 Communication Services 7.61%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$752K 0.19%
200,030
-148,986
77
$714K 0.18%
90,366
+22,866
78
$710K 0.18%
28,000
79
$665K 0.17%
80,000
+55,000
80
$662K 0.17%
86,666
81
$556K 0.14%
40,000
+15,000
82
$521K 0.13%
33,000
83
$513K 0.13%
+567
84
$446K 0.11%
90,000
+45,000
85
$441K 0.11%
13,000
-6,000
86
$428K 0.11%
+17,000
87
$420K 0.11%
125,200
+100,000
88
$385K 0.1%
436,933
-74,000
89
$345K 0.09%
+30,000
90
$340K 0.09%
18,500
91
$332K 0.08%
92,677
+42,677
92
$292K 0.07%
10,000
93
$264K 0.07%
25,000
94
$242K 0.06%
7,500
-500
95
$234K 0.06%
+4,000
96
$215K 0.06%
11,510
-4,604
97
$212K 0.05%
10,000
98
$200K 0.05%
+15,000
99
$101K 0.03%
+750
100
$81K 0.02%
15,000
1 2 3
4
5