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
$797M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$9.81M
3
+$7.54M
4
LASR icon
nLIGHT
LASR
+$6.99M
5
CMBM icon
Cambium Networks
CMBM
+$6.04M

Top Sells

1
+$13.3M
2
+$11.5M
3
+$9.81M
4
PLAB icon
Photronics
PLAB
+$9.76M
5
TREE icon
LendingTree
TREE
+$8.95M

Sector Composition

1 Technology 59.73%
2 Industrials 12.88%
3 Healthcare 12.25%
4 Communication Services 3.98%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.26%
600,000
+450,000
27
$9.68M 1.21%
1,053,000
+93,002
28
$9.63M 1.21%
710,000
-30,000
29
$9.59M 1.2%
1,000,000
30
$9.43M 1.18%
68,750
-12,500
31
$9.28M 1.17%
250,020
-78,980
32
$9.1M 1.14%
416,050
+25,000
33
$8.68M 1.09%
245,362
+75,362
34
$8.65M 1.09%
450,000
35
$8.6M 1.08%
20,000
36
$8.19M 1.03%
223,250
+86,750
37
$7.96M 1%
334,800
38
$7.94M 1%
310,000
+235,750
39
$7.82M 0.98%
1,170,000
-30,000
40
$7.29M 0.91%
80,000
+30,000
41
$7.26M 0.91%
100,000
42
$7.1M 0.89%
40,000
-9,000
43
$6.94M 0.87%
700,000
+190,000
44
$6.87M 0.86%
146,100
-13,900
45
$6.45M 0.81%
646,350
+28,008
46
$5.96M 0.75%
460,514
-8,974
47
$5.85M 0.73%
63,500
48
$5.79M 0.73%
130,100
-4,500
49
$5.62M 0.71%
48,000
50
$5.53M 0.69%
26,500
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