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
$1.22B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$7.64M
3
+$6.95M
4
AKAM icon
Akamai
AKAM
+$6.22M
5
CTRI icon
Centuri Holdings
CTRI
+$5.8M

Top Sells

1
+$16.8M
2
+$6.53M
3
+$5.34M
4
FORM icon
FormFactor
FORM
+$3.57M
5
PSTG icon
Pure Storage
PSTG
+$3.21M

Sector Composition

1 Technology 59.57%
2 Industrials 17.11%
3 Healthcare 5.92%
4 Materials 4.13%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.4M 1.1%
78,000
+5,000
27
$13.2M 1.08%
16,000
28
$13.1M 1.08%
1,435,000
+460,000
29
$12.8M 1.05%
980,000
+230,000
30
$12.5M 1.03%
173,000
-10,000
31
$12.2M 1%
135,000
+69,000
32
$12M 0.98%
58,863
33
$11.7M 0.96%
106,500
+17,000
34
$11.6M 0.96%
187,750
+59,500
35
$11.4M 0.94%
2,100,000
+825,000
36
$11.1M 0.91%
151,000
+18,750
37
$10.7M 0.88%
229,500
+20,500
38
$10.6M 0.87%
270,000
39
$10.3M 0.84%
528,800
-274,700
40
$10.2M 0.84%
1,025,000
+320,000
41
$9.85M 0.81%
40,000
+28,200
42
$9.83M 0.81%
5,785,000
+885,000
43
$9.17M 0.75%
58,000
44
$8.43M 0.69%
110,000
+47,000
45
$8.3M 0.68%
130,000
+63,500
46
$7.84M 0.64%
315,000
+35,000
47
$7.67M 0.63%
772,500
48
$7.42M 0.61%
1,410,000
+245,000
49
$7.29M 0.6%
430,000
+97,500
50
$7.06M 0.58%
600,000
+150,000
1
2
3 4 5