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
$353M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$5.08M
3
+$3.34M
4
AKTS
Akoustis Technologies Inc
AKTS
+$3.22M
5
TREE icon
LendingTree
TREE
+$2.7M

Top Sells

1
+$1.16M
2
+$1.14M
3
+$1.09M
4
FORM icon
FormFactor
FORM
+$904K
5
AAPL icon
Apple
AAPL
+$890K

Sector Composition

1 Technology 54.25%
2 Healthcare 15.15%
3 Industrials 10.1%
4 Communication Services 8.22%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$262K 0.07%
+3,000
102
$255K 0.07%
8,000
-500
103
$234K 0.07%
7,000
104
$233K 0.07%
5,500
105
$189K 0.05%
+10,000
106
$186K 0.05%
+12,000
107
$170K 0.05%
3,000
108
$165K 0.05%
34,000
109
$146K 0.04%
25,000
110
$60K 0.02%
65,000
+25,000
111
– –
-30,000
112
– –
-14,500
113
– –
-3,000
114
– –
-9,000
115
– –
-13,000
116
– –
-13,000
117
– –
-44,105
1 2 3 4
5