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
$376M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$805K
3
+$630K
4
EFII
Electronics for Imaging
EFII
+$591K
5
GNMK
GenMark Diagnostics, Inc
GNMK
+$513K

Top Sells

1
+$6.41M
2
+$1.56M
3
+$1.35M
4
HES
Hess
HES
+$1.32M
5
PSTG icon
Pure Storage
PSTG
+$1.28M

Sector Composition

1 Technology 44.85%
2 Healthcare 19.13%
3 Industrials 14.09%
4 Communication Services 8%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$489K 0.13%
16,000
-2,500
77
$460K 0.12%
25,000
78
$383K 0.1%
7,500
79
$375K 0.1%
+21,108
80
$342K 0.09%
+300
81
$337K 0.09%
5,000
-7,500
82
$326K 0.09%
31,000
+2,423
83
$281K 0.07%
75,000
-35,000
84
$278K 0.07%
+8,900
85
$259K 0.07%
+18,288
86
$257K 0.07%
7,500
87
$225K 0.06%
5,000
88
$224K 0.06%
+7,130
89
$154K 0.04%
+23,102
90
$105K 0.03%
76,000
91
$55K 0.01%
500
-5,500
92
$54K 0.01%
1,000
-10,000
93
$42K 0.01%
+2,500
94
– –
-19,500
95
– –
-60,000
96
– –
-65,000
97
– –
-75,200
98
– –
-6,800
1 2 3
4