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
$470M
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.18M
3
+$1.96M
4
KVHI icon
KVH Industries
KVHI
+$983K
5
SSSS icon
SuRo Capital
SSSS
+$868K

Top Sells

1
+$7.36M
2
+$6.23M
3
+$5.81M
4
SMCI icon
Super Micro Computer
SMCI
+$2.43M
5
MVNR
MAVENIR SYS INC COM STK (DE)
MVNR
+$2.22M

Sector Composition

1 Technology 32.38%
2 Healthcare 22.09%
3 Industrials 15.16%
4 Communication Services 5.48%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.3M 6.45%
349,000
-67,000
2
$22.2M 4.72%
165,000
-2,500
3
$20.5M 4.37%
209,250
-17,750
4
$20M 4.26%
2,253,450
-222,500
5
$19.9M 4.24%
5,997,500
-732,500
6
$15.9M 3.38%
575,034
-47,563
7
$15.8M 3.37%
265,500
8
$15M 3.2%
100,000
9
$14.9M 3.18%
437,577
-52,839
10
$13.5M 2.86%
889,600
+65,000
11
$12.6M 2.68%
60,000
12
$11M 2.34%
802,500
+15,000
13
$10.9M 2.31%
260,000
14
$10.4M 2.22%
445,000
15
$9.73M 2.07%
232,500
16
$9.45M 2.01%
527,500
+10,000
17
$9.32M 1.98%
135,000
18
$9.06M 1.93%
491,000
+12,850
19
$9.04M 1.92%
320,000
20
$8.81M 1.88%
124,000
-6,000
21
$7.92M 1.69%
415,300
+5,000
22
$7.36M 1.57%
108,500
23
$7.32M 1.56%
216,600
24
$7.06M 1.5%
105,000
25
$6.98M 1.49%
606,150
1
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