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
$391M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.74M
3
+$1.61M
4
CORI
Corium International, Inc.
CORI
+$1.26M
5
CRAY
Cray, Inc.
CRAY
+$1.24M

Top Sells

1
+$4.69M
2
+$2.09M
3
+$1.92M
4
LBY
Libbey, Inc.
LBY
+$1.78M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.44M

Sector Composition

1 Technology 40.81%
2 Healthcare 21.74%
3 Industrials 13.26%
4 Communication Services 7.61%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17K ﹤0.01%
2,045
-27,385
102
– –
-13,500
103
– –
-51,287
104
– –
-15,000
105
– –
-12,000
106
– –
-10,000
107
– –
-100,000
108
– –
-10,000
109
– –
-70,000
110
– –
-1,177,500
1 2 3 4
5