NIM

Needham Investment Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 39.31%
This Quarter Est. Return
1 Year Est. Return
+39.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.22M
3
+$1.56M
4
VITL icon
Vital Farms
VITL
+$1.52M
5
POCI icon
Precision Optics
POCI
+$1.13M

Top Sells

1
+$24.5M
2
+$21.7M
3
+$7.17M
4
NVMI icon
Nova
NVMI
+$5.35M
5
VICR icon
Vicor
VICR
+$4.68M

Sector Composition

1 Technology 53.35%
2 Industrials 18.27%
3 Healthcare 6.46%
4 Materials 5.03%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.4M 1.35%
83,250
27
$13.7M 1.28%
107,500
-4,500
28
$13.2M 1.24%
26,500
-2,750
29
$13.2M 1.23%
56,563
-2,300
30
$12.8M 1.2%
1,297,500
+2,500
31
$12M 1.12%
60,906
+150
32
$11.1M 1.04%
54,500
+750
33
$10.9M 1.02%
16,000
34
$10.8M 1.01%
166,000
-500
35
$10.7M 1%
137,500
-5,000
36
$10.5M 0.99%
58,000
37
$10.3M 0.97%
128,750
-250
38
$9.78M 0.92%
476,750
-13,250
39
$9.77M 0.92%
1,120,000
-125,000
40
$9.6M 0.9%
605,000
41
$9.6M 0.9%
230,000
-6,000
42
$9.35M 0.88%
309,000
-6,000
43
$9.25M 0.87%
4,950
44
$8.84M 0.83%
239,500
-29,500
45
$8.26M 0.77%
157,500
-2,500
46
$7.86M 0.74%
306,000
47
$7.76M 0.73%
459,000
-2,000
48
$7.62M 0.71%
2,930,000
+50,000
49
$7.51M 0.7%
212,000
-63,000
50
$7.34M 0.69%
447,628
1
2
3 4 5