NIM
Needham Investment Management Portfolio holdings
AUM
$1.25B
This Quarter Return
+1.79%
1 Year Return
+25.29%
3 Year Return
+180.97%
5 Year Return
+249.06%
10 Year Return
+657.55%
AUM
$350M
AUM Growth
+$350M
(-7%)
Cap. Flow
-$29.2M
Cap. Flow
% of AUM
-8.35%
Top 10 Holdings %
Top 10 Hldgs %
39.12%
Holding
98
New
5
Increased
17
Reduced
36
Closed
7
Top Buys
| 1 |
IVTY
Invuity, Inc
IVTY
|
$1.15M |
| 2 |
Photronics
PLAB
|
$1.12M |
| 3 |
CryoPort
CYRX
|
$989K |
| 4 |
HA
Hawaiian Holdings, Inc.
HA
|
$875K |
| 5 |
PDF Solutions
PDFS
|
$700K |
Top Sells
| 1 |
Boeing
BA
|
$4.26M |
| 2 |
MON
Monsanto Co
MON
|
$3.74M |
| 3 |
ESRX
Express Scripts Holding Company
ESRX
|
$3.51M |
| 4 |
Pure Storage
PSTG
|
$3.07M |
| 5 |
VAR
Varian Medical Systems, Inc.
VAR
|
$2.48M |
Sector Composition
| 1 | Technology | 46.23% |
| 2 | Healthcare | 19.49% |
| 3 | Industrials | 13.78% |
| 4 | Communication Services | 7.82% |
| 5 | Consumer Discretionary | 2.17% |
