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
$402M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$512K
3
+$443K
4
SMCI icon
Super Micro Computer
SMCI
+$245K
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$239K

Top Sells

1
+$3.83M
2
+$3.16M
3
+$2.58M
4
ESIO
Electro Scientific Industries
ESIO
+$2.14M
5
WPX
WPX Energy, Inc.
WPX
+$1.32M

Sector Composition

1 Technology 32.53%
2 Healthcare 24.31%
3 Industrials 16.26%
4 Communication Services 5.19%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29M 7.21%
331,500
-6,000
2
$23.4M 5.82%
165,000
3
$17.9M 4.44%
176,500
-2,000
4
$16.4M 4.09%
1,825,450
-425,500
5
$16.1M 4%
6,552,500
+100,000
6
$15.5M 3.86%
254,500
7
$14.2M 3.53%
98,000
8
$13.9M 3.46%
60,000
9
$11.3M 2.82%
479,143
+9,109
10
$10.7M 2.66%
806,000
-50,000
11
$10.4M 2.58%
445,000
12
$10.1M 2.52%
637,500
+7,500
13
$9.93M 2.47%
334,650
14
$9.66M 2.4%
1,025,120
+21,720
15
$9.03M 2.25%
320,000
16
$9.02M 2.24%
193,000
-2,500
17
$7.8M 1.94%
216,600
18
$7.76M 1.93%
230,500
-2,000
19
$7.29M 1.81%
135,000
20
$7.09M 1.76%
47,150
21
$6.95M 1.73%
132,000
+24,500
22
$6.38M 1.59%
588,500
-19,000
23
$6.02M 1.5%
105,000
24
$5.89M 1.47%
601,150
25
$5.66M 1.41%
79,827
1
2 3 4 5