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

Top Buys

1
+$13.9M
2
+$7.39M
3
+$6.46M
4
MDU icon
MDU Resources
MDU
+$5.46M
5
ASUR icon
Asure Software
ASUR
+$4.48M

Top Sells

1
+$4.6M
2
+$3.04M
3
+$2.93M
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
151
– –
-180,000
152
– –
-200,000
3 4 5 6
7