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
$1.08B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.99M
2
+$8.67M
3
+$8.25M
4
VITL icon
Vital Farms
VITL
+$8.14M
5
LASR icon
nLIGHT
LASR
+$7.08M

Top Sells

1
+$73M
2
+$13.9M
3
+$2.54M
4
UCTT icon
Ultra Clean Holdings
UCTT
+$1.96M
5
MKSI icon
MKS Inc
MKSI
+$1.86M

Sector Composition

1 Technology 60.57%
2 Industrials 16.96%
3 Healthcare 6.73%
4 Materials 4.45%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 1.04%
16,000
-1,000
27
$11.2M 1.04%
975,000
+550,000
28
$11.1M 1.03%
183,000
29
$10.9M 1.01%
73,000
+21,500
30
$10.9M 1.01%
128,250
+41,000
31
$10.8M 1%
1,385,000
+1,060,000
32
$10.7M 0.99%
497,200
+165,000
33
$10.1M 0.94%
89,500
+22,000
34
$9.8M 0.91%
4,900,000
+2,997,500
35
$9.49M 0.88%
750,000
+510,000
36
$9.33M 0.87%
1,828,867
-18,983
37
$9.19M 0.85%
705,000
+350,000
38
$8.87M 0.82%
209,000
+108,000
39
$8.57M 0.8%
182,500
+2,500
40
$8.45M 0.79%
58,000
-5,500
41
$8.14M 0.76%
+350,000
42
$7.28M 0.68%
1,275,000
+750,000
43
$7.21M 0.67%
1,571,000
-554,000
44
$7.18M 0.67%
66,000
+12,000
45
$7.13M 0.66%
280,000
+207,500
46
$7.05M 0.65%
772,500
-12,500
47
$6.36M 0.59%
2,012,500
+737,500
48
$6.34M 0.59%
1,165,000
-250,000
49
$6.25M 0.58%
66,500
+7,250
50
$6.23M 0.58%
332,500
+132,500
1
2
3 4 5