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
$475M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$583K
3
+$579K
4
AVID
Avid Technology Inc
AVID
+$568K
5
CUTR
Cutera, Inc.
CUTR
+$552K

Top Sells

1
+$2.32M
2
+$2.12M
3
+$1.9M
4
KMX icon
CarMax
KMX
+$1.83M
5
PSMI
PEREGRINE SEMICONDUCTOR CORP COM STK (DE)
PSMI
+$1.64M

Sector Composition

1 Technology 32.08%
2 Healthcare 22.92%
3 Industrials 15.77%
4 Communication Services 5.07%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.2M 7.41%
416,000
-2,500
2
$23.5M 4.94%
6,730,000
-100,000
3
$21.4M 4.5%
227,000
4
$21.3M 4.48%
2,475,950
-75,000
5
$21M 4.42%
167,500
+2,500
6
$16.7M 3.52%
265,500
7
$15.5M 3.26%
622,597
8
$15.1M 3.18%
490,416
9
$14.5M 3.04%
60,000
10
$13M 2.74%
100,000
11
$11.1M 2.34%
260,000
12
$10.4M 2.2%
824,600
+4,600
13
$10.4M 2.19%
787,500
+17,500
14
$9.71M 2.04%
445,000
-10,000
15
$9.28M 1.95%
320,000
16
$8.99M 1.89%
135,000
-27,500
17
$8.5M 1.79%
232,500
18
$8.19M 1.72%
130,000
19
$8.01M 1.69%
108,500
-5,000
20
$7.93M 1.67%
216,600
21
$7.84M 1.65%
410,300
+30,300
22
$7.69M 1.62%
517,500
+45,000
23
$7.02M 1.48%
105,000
24
$6.53M 1.37%
478,150
-105,850
25
$6.4M 1.35%
47,150
1
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