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NIM

Needham Investment Management Portfolio holdings

AUM $1.96B
1-Year Est. Return 101.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+101.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$7.02M
3
+$6.4M
4
LINC icon
Lincoln Educational Services
LINC
+$5.48M
5
BOX icon
Box
BOX
+$5.18M

Top Sells

1
+$35.9M
2
+$4.95M
3
+$3.59M
4
VICR icon
Vicor
VICR
+$3.12M
5
AKAM icon
Akamai
AKAM
+$2.58M

Sector Composition

1 Technology 49.56%
2 Industrials 21.69%
3 Consumer Discretionary 5.78%
4 Healthcare 5.35%
5 Materials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.4M 4.7%
1,405,000
-22,000
2
$53.6M 3.74%
5,675,000
-200,000
3
$53.1M 3.71%
1,792,740
-45,000
4
$52.1M 3.64%
2,018,550
+105,050
5
$42.8M 2.99%
284,000
-750
6
$37.3M 2.6%
116,750
-13,000
7
$35M 2.44%
573,500
+12,000
8
$33.6M 2.34%
3,325,000
+370,000
9
$31.9M 2.22%
641,450
-64,050
10
$30.7M 2.14%
2,480,000
+125,000
11
$28M 1.95%
1,829,350
+304,350
12
$27M 1.88%
740,000
+85,000
13
$24.6M 1.72%
810,000
+89,000
14
$24.5M 1.71%
295,000
+6,000
15
$23.9M 1.67%
3,439,700
+425,500
16
$22.2M 1.55%
1,307,500
17
$21.5M 1.5%
522,500
+15,000
18
$21.4M 1.49%
231,000
-9,000
19
$21.1M 1.47%
657,500
20
$20.8M 1.45%
2,532,500
+37,500
21
$20.3M 1.42%
865,000
+255,500
22
$19.9M 1.38%
5,090,000
-439,800
23
$19.1M 1.33%
91,506
+6,756
24
$18.8M 1.31%
1,435,000
+15,000
25
$17.9M 1.25%
550,000
+239,000
1
2 3 4 5