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
$376M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$805K
3
+$630K
4
EFII
Electronics for Imaging
EFII
+$591K
5
GNMK
GenMark Diagnostics, Inc
GNMK
+$513K

Top Sells

1
+$6.41M
2
+$1.56M
3
+$1.35M
4
HES
Hess
HES
+$1.32M
5
PSTG icon
Pure Storage
PSTG
+$1.28M

Sector Composition

1 Technology 44.85%
2 Healthcare 19.13%
3 Industrials 14.09%
4 Communication Services 8%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.8M 4.74%
1,139,650
2
$17.7M 4.71%
236,725
-18,000
3
$16.6M 4.42%
87,500
-5,000
4
$16.5M 4.4%
543,000
-9,000
5
$15.3M 4.06%
972,500
+29,600
6
$15.2M 4.04%
51,500
7
$13.8M 3.66%
6,584,500
+74,000
8
$12.6M 3.35%
315,000
9
$11.6M 3.07%
1,116,973
-39,125
10
$11.5M 3.07%
161,000
-9,500
11
$10.6M 2.82%
539,725
-10,581
12
$9.63M 2.56%
129,000
-85,900
13
$9.55M 2.54%
101,000
-3,000
14
$8.88M 2.36%
393,590
+2,500
15
$8.52M 2.27%
131,000
-24,000
16
$8.18M 2.18%
1,114,950
+56,945
17
$7.99M 2.13%
308,500
-2,000
18
$7.98M 2.12%
170,000
19
$7.12M 1.89%
111,000
-3,000
20
$6.71M 1.79%
48,990
21
$6.28M 1.67%
125,000
22
$6.1M 1.62%
29,213
-3,075
23
$6.02M 1.6%
204,000
+20,000
24
$5.51M 1.46%
266,700
-300
25
$5.39M 1.43%
80,000
1
2 3 4