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
$447M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.44M
3
+$1.33M
4
CJES
C&J ENERGY SVCS LTD
CJES
+$1.21M
5
SPN
Superior Energy Services, Inc.
SPN
+$1.19M

Top Sells

1
+$6.84M
2
+$5.04M
3
+$3.67M
4
PDFS icon
PDF Solutions
PDFS
+$2.65M
5
FNSR
Finisar Corp
FNSR
+$1.61M

Sector Composition

1 Technology 32.44%
2 Healthcare 20.56%
3 Industrials 14.19%
4 Energy 4.08%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.2M 6.54%
473,000
-10,000
2
$19.7M 4.41%
214,000
3
$17.3M 3.87%
272,000
4
$17.3M 3.87%
275,000
5
$14.6M 3.27%
245,900
6
$14.4M 3.22%
2,095,950
+210,350
7
$13.9M 3.11%
641,250
+61,250
8
$13.6M 3.05%
60,000
9
$12.9M 2.88%
1,656,800
+50,000
10
$12.4M 2.78%
585,000
-125,000
11
$12.3M 2.75%
9,075,000
-825,000
12
$11.8M 2.64%
462,500
13
$11.8M 2.63%
100,000
14
$10.7M 2.4%
138,500
15
$10.1M 2.27%
867,500
+2,000
16
$9.74M 2.18%
188,500
17
$9.19M 2.05%
290,000
18
$8.6M 1.92%
177,500
19
$8.53M 1.91%
363,856
+6,546
20
$8.51M 1.9%
442,018
+7,856
21
$7.49M 1.67%
793,060
-30,000
22
$7.47M 1.67%
94,402
-15,734
23
$7.47M 1.67%
735,000
+15,000
24
$7.22M 1.61%
320,000
25
$6.23M 1.39%
331,500
-17,500
1
2 3 4 5