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
$473M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$2.49M
3
+$1.96M
4
LADR
Ladder Capital
LADR
+$1.78M
5
SSSS icon
SuRo Capital
SSSS
+$1.24M

Top Sells

1
+$10.1M
2
+$2.7M
3
+$2.26M
4
SPN
Superior Energy Services, Inc.
SPN
+$2.13M
5
CJES
C&J ENERGY SVCS LTD
CJES
+$1.62M

Sector Composition

1 Technology 31.46%
2 Healthcare 22.48%
3 Industrials 15.92%
4 Communication Services 4.73%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-359,460
127
– –
-350,000
128
– –
-265,000
129
– –
-8,000
2 3 4 5
6