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
$596M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.62M
3
+$7.07M
4
CSOD
Cornerstone OnDemand, Inc.
CSOD
+$6.17M
5
TREE icon
LendingTree
TREE
+$6.16M

Top Sells

1
+$16.3M
2
+$11.6M
3
+$8.51M
4
MXL icon
MaxLinear
MXL
+$8.42M
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$8.27M

Sector Composition

1 Technology 58.36%
2 Healthcare 11.86%
3 Industrials 10.51%
4 Communication Services 8.24%
5 Financials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.24%
108,165
+500
77
$1.26M 0.21%
+137,500
78
$1.19M 0.2%
107,850
-186,429
79
$1.18M 0.2%
25,000
80
$1.17M 0.2%
32,500
81
$1.16M 0.19%
84,000
+31,500
82
$1.11M 0.19%
+250,000
83
$1.09M 0.18%
26,129
-2,316
84
$1.01M 0.17%
141,924
-23,076
85
$932K 0.16%
20,000
86
$920K 0.15%
82,500
-2,500
87
$915K 0.15%
5,650
-2,850
88
$891K 0.15%
22,000
-500
89
$847K 0.14%
2,500
90
$800K 0.13%
1,580
+1,080
91
$777K 0.13%
9,000
92
$706K 0.12%
10,000
93
$685K 0.12%
5,750
94
$649K 0.11%
12,000
95
$624K 0.1%
80,000
96
$611K 0.1%
12,000
+1,000
97
$573K 0.1%
2,550
+1,000
98
$496K 0.08%
+10,500
99
$468K 0.08%
13,500
100
$438K 0.07%
5,000
1 2 3
4
5