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
$383M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.33M
3
+$770K
4
AKAM icon
Akamai
AKAM
+$639K
5
PDFS icon
PDF Solutions
PDFS
+$555K

Top Sells

1
+$13.9M
2
+$2.88M
3
+$1.53M
4
ESIO
Electro Scientific Industries
ESIO
+$1.29M
5
HON icon
Honeywell
HON
+$1.23M

Sector Composition

1 Technology 36.55%
2 Healthcare 23.26%
3 Industrials 12.34%
4 Communication Services 5.68%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.4M 6.09%
165,000
2
$22.8M 5.94%
331,500
3
$20.8M 5.42%
6,102,500
-450,000
4
$18.7M 4.88%
254,500
5
$16.2M 4.23%
176,500
6
$13.2M 3.43%
1,810,450
-15,000
7
$12.4M 3.24%
98,000
8
$11.8M 3.07%
512,500
-125,000
9
$10.5M 2.75%
773,500
-32,500
10
$10.2M 2.65%
1,063,450
+38,330
11
$9.77M 2.55%
320,000
12
$8.85M 2.31%
493,497
+14,354
13
$8.57M 2.24%
445,000
14
$8.43M 2.2%
630,000
+41,500
15
$8.42M 2.2%
350,968
+16,318
16
$8.18M 2.13%
193,000
17
$7.97M 2.08%
143,500
+11,500
18
$7.87M 2.05%
209,100
-7,500
19
$7.25M 1.89%
230,500
20
$6.98M 1.82%
47,150
21
$6.9M 1.8%
135,000
22
$6.29M 1.64%
105,000
23
$6.26M 1.63%
601,150
24
$5.6M 1.46%
79,827
25
$5.32M 1.39%
101,000
1
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