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
$452M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.29M
3
+$1.09M
4
CPWR
COMPUWARE CORP
CPWR
+$1.06M
5
XLNX
Xilinx Inc
XLNX
+$953K

Top Sells

1
+$4.95M
2
+$4.26M
3
+$2.61M
4
HON icon
Honeywell
HON
+$2.56M
5
ADEA icon
Adeia
ADEA
+$1.83M

Sector Composition

1 Technology 30.76%
2 Healthcare 22.1%
3 Industrials 15.55%
4 Communication Services 5.27%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.48%
22,500
52
$2.15M 0.48%
78,000
53
$2.12M 0.47%
208,200
+104,100
54
$2.09M 0.46%
307,500
+71,500
55
$2M 0.44%
308,019
56
$1.97M 0.44%
45,000
57
$1.85M 0.41%
562,500
58
$1.74M 0.38%
114,529
59
$1.67M 0.37%
125,000
60
$1.64M 0.36%
132,400
61
$1.54M 0.34%
170,000
+105,000
62
$1.49M 0.33%
66,500
+8,000
63
$1.27M 0.28%
25,250
+17,500
64
$1.27M 0.28%
12,500
65
$1.25M 0.28%
154,750
66
$1.22M 0.27%
45,000
67
$1.18M 0.26%
82,500
-62,500
68
$1.16M 0.26%
33,748
69
$1.11M 0.25%
60,000
+40,000
70
$1.08M 0.24%
20,000
71
$1.07M 0.24%
100,000
72
$1.06M 0.23%
14,000
73
$966K 0.21%
140,000
74
$953K 0.21%
+22,500
75
$849K 0.19%
112,799
+19,888
1 2
3
4 5