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
$684M
AUM Growth
-$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.9M
3
+$3.73M
4
ACVA icon
ACV Auctions
ACVA
+$3.46M
5
COHR icon
Coherent
COHR
+$3.12M

Top Sells

1
+$12.5M
2
+$11.8M
3
+$10.5M
4
CMRC
Commerce.com Inc Series 1
CMRC
+$9.41M
5
WWE
World Wrestling Entertainment
WWE
+$9.05M

Sector Composition

1 Technology 55.34%
2 Healthcare 13.21%
3 Industrials 12.77%
4 Communication Services 5.08%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.56M 1.4%
936,350
+298,850
27
$8.83M 1.29%
177,100
-113,500
28
$8.65M 1.27%
336,392
29
$8.62M 1.26%
785,000
+10,250
30
$8.53M 1.25%
413,078
-300,000
31
$8.08M 1.18%
101,500
-28,500
32
$7.94M 1.16%
24,500
-1,750
33
$7.91M 1.16%
775,000
+175,000
34
$7.8M 1.14%
346,050
+13,550
35
$7.16M 1.05%
104,000
-16,500
36
$6.71M 0.98%
49,000
-14,300
37
$6.44M 0.94%
51,906
38
$6.3M 0.92%
50,000
+1,250
39
$6.04M 0.88%
447,442
-2
40
$5.99M 0.88%
25,000
41
$5.96M 0.87%
607,850
+500,000
42
$5.81M 0.85%
26,500
43
$5.6M 0.82%
48,000
44
$5.46M 0.8%
87,990
45
$5.42M 0.79%
495,250
-36,794
46
$5.23M 0.76%
63,500
-500
47
$4.62M 0.68%
19,475
48
$4.6M 0.67%
59,500
49
$4.54M 0.66%
72,000
50
$4.01M 0.59%
29,500
+10,500
1
2
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