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
$535M
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.3M
3
+$4.78M
4
CMBM icon
Cambium Networks
CMBM
+$3.02M
5
LASR icon
nLIGHT
LASR
+$2.91M

Top Sells

1
+$5.81M
2
+$5.39M
3
+$4.53M
4
VSH icon
Vishay Intertechnology
VSH
+$4.29M
5
CMRC
Commerce.com Inc Series 1
CMRC
+$4.02M

Sector Composition

1 Technology 59.42%
2 Healthcare 12.09%
3 Industrials 11.11%
4 Communication Services 5.94%
5 Consumer Discretionary 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.72M 1.26%
345,200
-10,350
27
$6.53M 1.22%
224,100
-7,297
28
$6.4M 1.2%
450,000
29
$6.38M 1.19%
20,000
30
$6.32M 1.18%
435,000
+365,000
31
$6.26M 1.17%
334,800
32
$6.2M 1.16%
3,873,903
+95,565
33
$5.77M 1.08%
297,500
-110,000
34
$5.74M 1.07%
1,200,000
+280,000
35
$5.47M 1.02%
40,000
36
$5.21M 0.97%
63,500
37
$4.95M 0.92%
677,850
38
$4.92M 0.92%
550,000
+300,000
39
$4.74M 0.89%
54,006
+25,106
40
$4.61M 0.86%
26,500
41
$4.58M 0.86%
51,041
42
$4.57M 0.86%
74,000
-26,000
43
$4.56M 0.85%
18,500
-975
44
$4.54M 0.85%
62,200
-17,800
45
$4.34M 0.81%
47,500
-500
46
$3.92M 0.73%
87,990
47
$3.91M 0.73%
127,600
-2,500
48
$3.78M 0.71%
240,000
-50,000
49
$3.7M 0.69%
40,000
+18,750
50
$3.47M 0.65%
125,000
-25,000
1
2
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