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
$501M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.15M
3
+$3.87M
4
ADTN icon
Adtran
ADTN
+$3.58M
5
AXTI icon
AXT Inc
AXTI
+$3.54M

Top Sells

1
+$6.07M
2
+$5.37M
3
+$4.91M
4
ECOM
CHANNELADVISOR CORPORATION
ECOM
+$4.89M
5
MIME
Mimecast Limited
MIME
+$4.54M

Sector Composition

1 Technology 58.59%
2 Healthcare 14.11%
3 Industrials 10.94%
4 Communication Services 7.95%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$296K 0.06%
+500
102
$288K 0.06%
4,000
103
$273K 0.05%
6,750
104
$269K 0.05%
7,500
105
$224K 0.04%
3,000
106
$153K 0.03%
25,000
107
$127K 0.03%
55,600
-9,400
108
$114K 0.02%
71,500
109
– –
-25,000
110
– –
-350,000
111
– –
-23,500
112
– –
-30,000
1 2 3 4
5