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
$388M
AUM Growth
-$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.83M
3
+$1.52M
4
VSAT icon
Viasat
VSAT
+$1.15M
5
KVHI icon
KVH Industries
KVHI
+$1.13M

Top Sells

1
+$6.43M
2
+$4.99M
3
+$4.95M
4
AZTA icon
Azenta
AZTA
+$4.65M
5
UCTT icon
Ultra Clean Holdings
UCTT
+$3.08M

Sector Composition

1 Technology 40.7%
2 Healthcare 20.47%
3 Industrials 13%
4 Communication Services 8.3%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.8M 0.46%
477,654
52
$1.63M 0.42%
13,500
53
$1.56M 0.4%
32,000
54
$1.52M 0.39%
94,700
+3,773
55
$1.42M 0.37%
342,500
+77,500
56
$1.4M 0.36%
3,499
57
$1.36M 0.35%
107,500
+27,500
58
$1.33M 0.34%
30,000
59
$1.26M 0.32%
53,219
-13,781
60
$1.14M 0.29%
114,240
+23,874
61
$1.13M 0.29%
32,500
62
$1.04M 0.27%
9,000
+2,500
63
$993K 0.26%
30,500
64
$987K 0.25%
60,000
-10,000
65
$976K 0.25%
12,500
66
$945K 0.24%
35,000
67
$938K 0.24%
84,117
+30,000
68
$920K 0.24%
49,000
+17,500
69
$816K 0.21%
22,500
70
$780K 0.2%
200,030
71
$771K 0.2%
86,666
72
$725K 0.19%
113
+43
73
$712K 0.18%
32,500
-27,500
74
$691K 0.18%
275,200
+150,000
75
$690K 0.18%
28,000
1 2
3
4 5