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NIM

Needham Investment Management Portfolio holdings

AUM $1.96B
1-Year Est. Return 101.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+101.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$7.02M
3
+$6.4M
4
LINC icon
Lincoln Educational Services
LINC
+$5.48M
5
BOX icon
Box
BOX
+$5.18M

Top Sells

1
+$35.9M
2
+$4.95M
3
+$3.59M
4
VICR icon
Vicor
VICR
+$3.12M
5
AKAM icon
Akamai
AKAM
+$2.58M

Sector Composition

1 Technology 49.56%
2 Industrials 21.69%
3 Consumer Discretionary 5.78%
4 Healthcare 5.35%
5 Materials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$401K 0.03%
50,000
152
$368K 0.03%
+7,500
153
$343K 0.02%
25,424
154
$333K 0.02%
10,000
155
$318K 0.02%
37,763
156
$307K 0.02%
5,000
-35,000
157
$290K 0.02%
+20,000
158
$274K 0.02%
+3,250
159
$266K 0.02%
40,000
160
$256K 0.02%
30,000
161
$246K 0.02%
157,500
-248,523
162
– –
-818,375
163
– –
-72,500
164
– –
-35,000
3 4 5 6
7