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
$501M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.27M
3
+$3.83M
4
PSN icon
Parsons
PSN
+$3.76M
5
ADTN icon
Adtran
ADTN
+$3.24M

Top Sells

1
+$6.07M
2
+$4.85M
3
+$4.75M
4
MIME
Mimecast Limited
MIME
+$4.69M
5
ECOM
CHANNELADVISOR CORPORATION
ECOM
+$4.27M

Sector Composition

1 Technology 58.59%
2 Healthcare 14.11%
3 Industrials 10.94%
4 Communication Services 7.95%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.21%
32,500
-2,000
77
$932K 0.19%
+8,404
78
$909K 0.18%
+20,000
79
$890K 0.18%
61,500
-295,000
80
$829K 0.17%
25,000
81
$786K 0.16%
+28,445
82
$751K 0.15%
20,000
-15,000
83
$732K 0.15%
22,500
84
$686K 0.14%
2,500
-500
85
$658K 0.13%
5,750
+500
86
$629K 0.13%
+10,000
87
$610K 0.12%
10,000
88
$600K 0.12%
52,500
+37,500
89
$564K 0.11%
+10,000
90
$550K 0.11%
8,500
91
$535K 0.11%
9,000
92
$477K 0.1%
12,000
93
$420K 0.08%
80,000
-30,000
94
$412K 0.08%
11,000
+500
95
$396K 0.08%
13,500
96
$375K 0.07%
1,550
+350
97
$366K 0.07%
5,000
98
$330K 0.07%
30,000
99
$330K 0.07%
10,000
100
$308K 0.06%
5,500
1 2 3
4
5