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
$1.3B
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.91M
3
+$6.71M
4
MDU icon
MDU Resources
MDU
+$5.82M
5
MTRX icon
Matrix Service
MTRX
+$4.55M

Top Sells

1
+$5.39M
2
+$3.04M
3
+$2.92M
4
CIEN icon
Ciena
CIEN
+$2.89M
5
HA
Hawaiian Holdings, Inc.
HA
+$2.49M

Sector Composition

1 Technology 55.94%
2 Industrials 19.29%
3 Healthcare 6.34%
4 Materials 4.37%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.34M 0.18%
400,000
102
$2.3M 0.18%
10,000
103
$2.23M 0.17%
400,000
+33,283
104
$2.13M 0.16%
+42,000
105
$2.06M 0.16%
80,000
+45,000
106
$2.05M 0.16%
45,500
+4,000
107
$2.04M 0.16%
25,000
108
$2M 0.15%
165,886
-241,964
109
$1.88M 0.14%
805,000
+55,000
110
$1.82M 0.14%
9,000
111
$1.76M 0.14%
217,500
-52,500
112
$1.74M 0.13%
10,000
113
$1.69M 0.13%
72,500
+21,500
114
$1.65M 0.13%
80,500
+29,000
115
$1.54M 0.12%
381,588
116
$1.51M 0.12%
784,435
-200,000
117
$1.35M 0.1%
195,000
-75,000
118
$1.33M 0.1%
9,000
119
$1.32M 0.1%
8,500
120
$1.31M 0.1%
+10,100
121
$1.29M 0.1%
35,000
-52,500
122
$1.08M 0.08%
+5,000
123
$1.04M 0.08%
35,250
124
$1.03M 0.08%
51,563
-53,700
125
$1.01M 0.08%
30,000
+10,000
3 4
5
6 7