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
$588M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.56M
3
+$4.39M
4
MKSI icon
MKS Inc
MKSI
+$3.12M
5
ADTN icon
Adtran
ADTN
+$3.02M

Top Sells

1
+$4.25M
2
+$2.69M
3
+$2.35M
4
LH icon
Labcorp
LH
+$2M
5
SITM icon
SiTime
SITM
+$1.98M

Sector Composition

1 Technology 61.69%
2 Industrials 12.88%
3 Healthcare 9.76%
4 Communication Services 4.82%
5 Consumer Discretionary 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.75M 1.15%
63,500
27
$6.65M 1.13%
94,000
+5,000
28
$5.79M 0.99%
177,500
-15,000
29
$5.65M 0.96%
33,000
30
$5.56M 0.95%
+250,000
31
$5.49M 0.93%
51,500
+4,000
32
$5.44M 0.93%
660,000
+72,000
33
$5.19M 0.88%
2,160,450
34
$5.11M 0.87%
165,600
+23,100
35
$4.8M 0.82%
64,000
36
$4.72M 0.8%
18,250
37
$4.52M 0.77%
306,000
38
$4.45M 0.76%
57,000
39
$4.39M 0.75%
+63,500
40
$4.31M 0.73%
22,500
41
$4.21M 0.72%
125,000
+21,500
42
$4.16M 0.71%
22,500
43
$4.07M 0.69%
47,500
-12,500
44
$4M 0.68%
51,041
45
$3.99M 0.68%
49,000
+8,500
46
$3.98M 0.68%
572,850
-80,000
47
$3.91M 0.67%
313,792
+7,862
48
$3.85M 0.65%
140,000
+17,500
49
$3.61M 0.61%
900,000
+200,000
50
$3.55M 0.6%
1,224,435
-810,000
1
2
3 4 5