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
$452M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.29M
3
+$1.09M
4
CPWR
COMPUWARE CORP
CPWR
+$1.06M
5
XLNX
Xilinx Inc
XLNX
+$953K

Top Sells

1
+$4.95M
2
+$4.26M
3
+$2.61M
4
HON icon
Honeywell
HON
+$2.56M
5
ADEA icon
Adeia
ADEA
+$1.83M

Sector Composition

1 Technology 30.76%
2 Healthcare 22.1%
3 Industrials 15.55%
4 Communication Services 5.27%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.96M 1.32%
472,500
-38,000
27
$5.82M 1.29%
65,557
-28,845
28
$5.61M 1.24%
79,827
29
$5.27M 1.16%
60,875
30
$5.24M 1.16%
47,150
-4,100
31
$4.91M 1.09%
105,000
32
$4.5M 1%
40,000
33
$4.28M 0.95%
48,990
34
$4.1M 0.91%
170,600
35
$4.08M 0.9%
125,500
+55,500
36
$4M 0.89%
75,000
37
$3.77M 0.83%
149,800
38
$3.58M 0.79%
70,000
39
$3.33M 0.74%
141,300
-3,900
40
$3.31M 0.73%
89,700
41
$3.22M 0.71%
775,830
+193,472
42
$3.18M 0.7%
302,500
-10,000
43
$2.89M 0.64%
110,000
+10,000
44
$2.58M 0.57%
87,990
45
$2.4M 0.53%
901,350
+140,000
46
$2.35M 0.52%
51,500
47
$2.32M 0.51%
90,595
48
$2.29M 0.51%
166,000
+12,500
49
$2.26M 0.5%
145,000
50
$2.18M 0.48%
173,700
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