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
$376M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$765K
3
+$727K
4
GNMK
GenMark Diagnostics, Inc
GNMK
+$592K
5
HA
Hawaiian Holdings, Inc.
HA
+$530K

Top Sells

1
+$6.65M
2
+$3.66M
3
+$3.43M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.36M
5
UAL icon
United Airlines
UAL
+$1.88M

Sector Composition

1 Technology 39.23%
2 Healthcare 21.61%
3 Industrials 13.04%
4 Communication Services 8.15%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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-7,950
104
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105
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106
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107
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-11,510
108
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-2,045
109
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-25,000
110
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111
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-55,000
1 2 3 4
5