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
$353M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$5.08M
3
+$3.34M
4
AKTS
Akoustis Technologies Inc
AKTS
+$3.22M
5
TREE icon
LendingTree
TREE
+$2.7M

Top Sells

1
+$1.16M
2
+$1.14M
3
+$1.09M
4
FORM icon
FormFactor
FORM
+$904K
5
AAPL icon
Apple
AAPL
+$890K

Sector Composition

1 Technology 54.25%
2 Healthcare 15.15%
3 Industrials 10.1%
4 Communication Services 8.22%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.59M 1.3%
20,500
27
$4.48M 1.27%
87,990
28
$4.39M 1.24%
48,000
-7,500
29
$4.13M 1.17%
390,000
+160,000
30
$3.77M 1.07%
26,250
31
$3.73M 1.06%
25,000
-500
32
$3.68M 1.04%
506,750
+191,750
33
$3.67M 1.04%
20,000
+14,700
34
$3.54M 1%
26,500
35
$3.45M 0.98%
1,075,000
+1,040,000
36
$3.32M 0.94%
150,000
+15,000
37
$3.22M 0.91%
+600,000
38
$3.01M 0.85%
150,000
+132,500
39
$2.96M 0.84%
13,000
+8,000
40
$2.89M 0.82%
358,472
-46,528
41
$2.78M 0.79%
680,000
+180,000
42
$2.76M 0.78%
251,000
+170,000
43
$2.75M 0.78%
1,100,000
+885,000
44
$2.69M 0.76%
+52,000
45
$2.67M 0.76%
217,500
+140,000
46
$2.56M 0.72%
+72,500
47
$2.35M 0.67%
478,607
48
$2.33M 0.66%
+50,000
49
$2.25M 0.64%
215,000
+188,607
50
$2.14M 0.6%
60,000
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