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
$792M
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.39M
3
+$5.3M
4
ALTR
Altair Engineering Inc
ALTR
+$4.82M
5
FARO
Faro Technologies
FARO
+$4.17M

Top Sells

1
+$4.07M
2
+$2.44M
3
+$1.71M
4
FEIM icon
Frequency Electronics
FEIM
+$1.56M
5
SSSS icon
SuRo Capital
SSSS
+$1.1M

Sector Composition

1 Technology 60.92%
2 Industrials 16.46%
3 Healthcare 8.27%
4 Communication Services 3.91%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.09M 1.15%
271,000
+105,400
27
$8.06M 1.02%
63,500
28
$7.98M 1.01%
94,800
+57,300
29
$7.97M 1.01%
183,000
+5,500
30
$7.48M 0.94%
332,200
+185,000
31
$7.38M 0.93%
785,000
+125,000
32
$7.11M 0.9%
180,000
+20,000
33
$6.53M 0.82%
87,250
+23,750
34
$6.39M 0.81%
54,000
+2,500
35
$6.36M 0.8%
67,500
+18,500
36
$6.27M 0.79%
192,500
+52,500
37
$6.08M 0.77%
217,500
+57,500
38
$5.95M 0.75%
1,010,000
+660,000
39
$5.92M 0.75%
30,750
-2,250
40
$5.86M 0.74%
22,500
41
$5.29M 0.67%
881,550
-146,900
42
$5.18M 0.65%
64,000
43
$5.17M 0.65%
217,500
-32,500
44
$5.1M 0.64%
2,125,000
-35,450
45
$5.09M 0.64%
51,500
+23,000
46
$4.8M 0.61%
425,000
+275,000
47
$4.72M 0.6%
22,500
48
$4.71M 0.59%
430,350
-142,500
49
$4.56M 0.58%
350,000
+150,000
50
$4.52M 0.57%
35,000
+15,000
1
2
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