NIM

Needham Investment Management Portfolio holdings

AUM $1.58B
1-Year Est. Return 51.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.15M
3
+$1.9M
4
AMBR
Amber Road Inc
AMBR
+$858K
5
SSSS icon
SuRo Capital
SSSS
+$854K

Top Sells

1
+$6.47M
2
+$6.23M
3
+$5.62M
4
SMCI icon
Super Micro Computer
SMCI
+$2.7M
5
MVNR
MAVENIR SYS INC COM STK (DE)
MVNR
+$2.22M

Sector Composition

1 Technology 32.38%
2 Healthcare 22.09%
3 Industrials 15.16%
4 Communication Services 5.48%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$320K 0.07%
2,000
+300
102
$252K 0.05%
+15,000
103
$220K 0.05%
10,000
104
$216K 0.05%
5,000
105
$189K 0.04%
20,089
-10,044
106
$170K 0.04%
+17,500
107
$133K 0.03%
333,333
108
$51K 0.01%
15,000
109
$48K 0.01%
17,217
+10,217
110
– –
-12,500
111
– –
-6,500
112
– –
-5,000
113
– –
-6,500
114
– –
-130,000
115
– –
-2,000
116
– –
-28,050
117
– –
-12,900
118
– –
-52,652
119
– –
-75,000
120
– –
-10,000
121
– –
-14,199
122
– –
-715,000
123
– –
-163,700
124
– –
-60,875
1 2 3 4
5