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
$479M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.02M
3
+$1.62M
4
GPOR
Gulfport Energy Corp.
GPOR
+$1.57M
5
WWE
World Wrestling Entertainment
WWE
+$1.2M

Top Sells

1
+$6.33M
2
+$2.43M
3
+$2.18M
4
BCOV
Brightcove, Inc.
BCOV
+$2.02M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.65M

Sector Composition

1 Technology 32.09%
2 Healthcare 22.11%
3 Industrials 15.27%
4 Communication Services 4.9%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.6M 6.59%
455,500
-3,500
2
$23.6M 4.92%
200,000
-14,000
3
$22.7M 4.73%
273,500
-1,500
4
$21.3M 4.44%
2,555,950
-292,500
5
$18M 3.75%
7,105,000
+60,000
6
$15.8M 3.29%
272,000
7
$15.1M 3.16%
60,000
8
$12.8M 2.66%
282,500
-4,500
9
$12.7M 2.65%
100,000
10
$12.7M 2.65%
128,500
11
$12.7M 2.64%
610,124
+159,529
12
$12.4M 2.59%
480,839
+116,983
13
$10.8M 2.26%
510,500
-42,000
14
$10.5M 2.2%
232,500
15
$10.1M 2.11%
735,000
16
$9.51M 1.98%
455,000
17
$9.43M 1.97%
724,000
+69,795
18
$9.23M 1.93%
177,500
19
$8.59M 1.79%
320,000
20
$8.37M 1.74%
94,402
21
$8.09M 1.69%
132,500
-8,500
22
$7.75M 1.62%
1,358,900
-87,500
23
$7.28M 1.52%
606,150
24
$7.23M 1.51%
1,061,400
-55,669
25
$6.85M 1.43%
474,000
1
2 3 4 5