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
$475M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$583K
3
+$579K
4
AVID
Avid Technology Inc
AVID
+$568K
5
CUTR
Cutera, Inc.
CUTR
+$552K

Top Sells

1
+$2.32M
2
+$2.12M
3
+$1.9M
4
KMX icon
CarMax
KMX
+$1.83M
5
PSMI
PEREGRINE SEMICONDUCTOR CORP COM STK (DE)
PSMI
+$1.64M

Sector Composition

1 Technology 32.08%
2 Healthcare 22.92%
3 Industrials 15.77%
4 Communication Services 5.07%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$324K 0.07%
52,652
102
$319K 0.07%
+50,000
103
$297K 0.06%
1,700
104
$274K 0.06%
10,000
-8,500
105
$263K 0.06%
30,133
-82,666
106
$224K 0.05%
6,500
107
$220K 0.05%
6,500
+500
108
$217K 0.05%
5,000
109
$198K 0.04%
+10,000
110
$190K 0.04%
12,900
-9,200
111
$174K 0.04%
12,500
112
$133K 0.03%
14,199
113
$121K 0.03%
+10,000
114
$98K 0.02%
333,333
115
$75K 0.02%
+28,050
116
$57K 0.01%
15,000
117
$22K ﹤0.01%
7,000
118
– –
-42,500
119
– –
-85,003
120
– –
-22,500
121
– –
-60,568
122
– –
-65,000
123
– –
-19,000
124
– –
-10,000
125
– –
-208,200
2 3 4
5
6