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
$468M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$6.32M
3
+$5.94M
4
INSG icon
Inseego
INSG
+$4.64M
5
EGIO
Edgio, Inc. Common Stock
EGIO
+$4.64M

Top Sells

1
+$13.5M
2
+$5.95M
3
+$4.61M
4
VICR icon
Vicor
VICR
+$4.58M
5
TREE icon
LendingTree
TREE
+$3.67M

Sector Composition

1 Technology 59.96%
2 Healthcare 12.98%
3 Industrials 10.03%
4 Communication Services 8.17%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.82M 1.46%
74,800
-2,000
27
$6.69M 1.43%
46,866
28
$6.51M 1.39%
+1,100,000
29
$6.25M 1.34%
150,000
+77,500
30
$6.07M 1.3%
350,000
+132,500
31
$5.87M 1.25%
325,000
+74,000
32
$5.65M 1.21%
356,500
-150,250
33
$5.29M 1.13%
215,000
+65,000
34
$5.14M 1.1%
48,000
35
$5.11M 1.09%
26,250
36
$4.97M 1.06%
140,000
+88,000
37
$4.94M 1.06%
53,906
38
$4.77M 1.02%
275,000
+175,000
39
$4.64M 0.99%
+40,000
40
$4.61M 0.98%
19,731
-769
41
$4.58M 0.98%
25,000
42
$4.33M 0.93%
87,990
43
$4.26M 0.91%
514,000
-86,000
44
$4.13M 0.88%
130,000
+55,000
45
$4.1M 0.88%
140,000
-10,000
46
$4.1M 0.88%
113,050
+74,300
47
$4.06M 0.87%
70,500
-27,500
48
$3.83M 0.82%
26,500
49
$3.4M 0.73%
478,607
50
$3.21M 0.69%
210,000
+150,000
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