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
$1.3B
AUM Growth
-$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$3.3M
3
+$3.12M
4
RPD icon
Rapid7
RPD
+$3.02M
5
VSH icon
Vishay Intertechnology
VSH
+$2.61M

Top Sells

1
+$7.11M
2
+$5.6M
3
+$4.56M
4
AAPL icon
Apple
AAPL
+$2.55M
5
CGNX icon
Cognex
CGNX
+$1.79M

Sector Composition

1 Technology 56.61%
2 Industrials 17.59%
3 Healthcare 5.95%
4 Materials 4.84%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.1M 1.24%
685,200
+7,700
27
$15.8M 1.22%
166,500
-2,000
28
$15.6M 1.2%
83,250
+250
29
$15.2M 1.17%
29,250
30
$14.5M 1.12%
1,295,000
+30,000
31
$14M 1.08%
60,756
32
$13.8M 1.07%
236,000
+6,000
33
$13.5M 1.04%
58,863
34
$13.5M 1.04%
129,000
+4,500
35
$13M 1%
315,000
36
$12.4M 0.96%
112,000
+2,500
37
$12.1M 0.94%
490,000
-22,500
38
$12M 0.92%
2,880,000
+5,000
39
$11.7M 0.9%
142,500
-4,500
40
$11M 0.85%
58,000
41
$10.9M 0.84%
160,000
+7,500
42
$10.4M 0.8%
1,245,000
-90,000
43
$10.2M 0.78%
53,750
+750
44
$10.1M 0.78%
269,000
-1,000
45
$10.1M 0.78%
16,000
46
$9.59M 0.74%
275,000
+25,000
47
$9.57M 0.74%
605,000
+5,000
48
$9.38M 0.72%
211,000
+1,000
49
$8.85M 0.68%
6,367,500
+167,500
50
$8.64M 0.67%
447,628
+16,800
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