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
$473M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$2.46M
3
+$1.98M
4
LADR
Ladder Capital
LADR
+$1.89M
5
SSSS icon
SuRo Capital
SSSS
+$1.01M

Top Sells

1
+$10.1M
2
+$2.7M
3
+$2.39M
4
SPN
Superior Energy Services, Inc.
SPN
+$2.13M
5
CJES
C&J ENERGY SVCS LTD
CJES
+$1.62M

Sector Composition

1 Technology 31.46%
2 Healthcare 22.48%
3 Industrials 15.92%
4 Communication Services 4.73%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$293K 0.06%
+7,500
102
$283K 0.06%
+14,500
103
$282K 0.06%
+5,000
104
$282K 0.06%
+25,000
105
$267K 0.06%
10,000
-2,000
106
$262K 0.06%
+18,500
107
$258K 0.05%
10,000
-10,000
108
$234K 0.05%
31,000
109
$225K 0.05%
+5,000
110
$224K 0.05%
22,000
-20,000
111
$224K 0.05%
+5,000
112
$214K 0.05%
+4,000
113
$208K 0.04%
333,333
114
$199K 0.04%
+10,000
115
$170K 0.04%
60,568
116
$127K 0.03%
10,000
-110,000
117
$61K 0.01%
7,000
118
$47K 0.01%
+15,000
119
– –
-10,000
120
– –
-12,500
121
– –
-16,635
122
– –
-75,000
123
– –
-2,917
124
– –
-70,000
125
– –
-45,000
2 3 4
5
6