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
$553M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$5.22M
3
+$3.26M
4
GTLS icon
Chart Industries
GTLS
+$3.17M
5
ST icon
Sensata Technologies
ST
+$3.03M

Top Sells

1
+$7.56M
2
+$6.07M
3
+$2.92M
4
CMBM icon
Cambium Networks
CMBM
+$2.85M
5
PDFS icon
PDF Solutions
PDFS
+$2.6M

Sector Composition

1 Technology 59.25%
2 Industrials 13.38%
3 Healthcare 11.57%
4 Communication Services 6.07%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.97M 1.26%
375,000
-20,000
27
$6.91M 1.25%
1,600,000
+400,000
28
$6.4M 1.16%
1,460,450
+225,000
29
$6.34M 1.15%
63,500
30
$6.25M 1.13%
197,600
+70,000
31
$6.03M 1.09%
99,000
+10,000
32
$5.99M 1.08%
52,506
-1,500
33
$5.7M 1.03%
147,500
-75,500
34
$5.58M 1.01%
65,000
-9,000
35
$5.22M 0.94%
+100,000
36
$4.82M 0.87%
22,500
-4,000
37
$4.78M 0.86%
677,850
38
$4.76M 0.86%
25,000
39
$4.72M 0.85%
36,300
-3,700
40
$4.7M 0.85%
18,500
41
$4.63M 0.84%
727,488
-72,512
42
$4.44M 0.8%
3,797,157
-65,000
43
$4.25M 0.77%
299,032
-150,968
44
$4.19M 0.76%
70,000
45
$4M 0.72%
47,500
46
$3.97M 0.72%
51,041
47
$3.89M 0.7%
216,331
-118,469
48
$3.87M 0.7%
542,500
-182,500
49
$3.66M 0.66%
306,000
50
$3.65M 0.66%
417,500
+372,500
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