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
$388M
AUM Growth
-$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.83M
3
+$1.52M
4
VSAT icon
Viasat
VSAT
+$1.15M
5
KVHI icon
KVH Industries
KVHI
+$1.13M

Top Sells

1
+$6.43M
2
+$4.99M
3
+$4.95M
4
AZTA icon
Azenta
AZTA
+$4.65M
5
UCTT icon
Ultra Clean Holdings
UCTT
+$3.08M

Sector Composition

1 Technology 40.7%
2 Healthcare 20.47%
3 Industrials 13%
4 Communication Services 8.3%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.69M 1.21%
58,196
27
$4.65M 1.2%
120,000
28
$4.53M 1.17%
40,000
29
$4.42M 1.14%
247,200
+41,700
30
$4.24M 1.09%
118,000
31
$4.24M 1.09%
46,500
-8,808
32
$4.04M 1.04%
377,750
+16,000
33
$4.03M 1.04%
125,000
34
$3.88M 1%
395,000
+287,500
35
$3.65M 0.94%
50,500
36
$3.46M 0.89%
101,750
+5,750
37
$3.43M 0.88%
+7,950
38
$3.39M 0.87%
308,145
+44,729
39
$3.31M 0.85%
27,649
-6,782
40
$3.23M 0.83%
60,000
41
$3.17M 0.82%
70,000
42
$3M 0.77%
87,990
43
$2.83M 0.73%
760,700
-150,000
44
$2.65M 0.68%
142,484
+81,484
45
$2.62M 0.67%
625,624
+27,800
46
$2.55M 0.66%
320,139
47
$2.34M 0.6%
170,000
48
$2.16M 0.56%
25,000
49
$2.16M 0.56%
44,750
50
$1.85M 0.48%
57,500
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