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
$447M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.44M
3
+$1.33M
4
CJES
C&J ENERGY SVCS LTD
CJES
+$1.21M
5
SPN
Superior Energy Services, Inc.
SPN
+$1.19M

Top Sells

1
+$6.84M
2
+$5.04M
3
+$3.67M
4
PDFS icon
PDF Solutions
PDFS
+$2.65M
5
FNSR
Finisar Corp
FNSR
+$1.61M

Sector Composition

1 Technology 32.44%
2 Healthcare 20.56%
3 Industrials 14.19%
4 Energy 4.08%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$308K 0.07%
13,000
102
$300K 0.07%
20,000
103
$291K 0.07%
20,000
104
$282K 0.06%
5,000
105
$190K 0.04%
10,000
-17,500
106
$184K 0.04%
+10,000
107
$183K 0.04%
333,333
108
$87K 0.02%
7,000
109
– –
-145,457
110
– –
-20,000
111
– –
-17,796
112
– –
-8,000
113
– –
-10,000
114
– –
-30,000
115
– –
-182,500
116
– –
-30,000
117
– –
-1,370,000
118
– –
-95,000
1 2 3 4
5