NIM

Needham Investment Management Portfolio holdings

AUM $1.58B
1-Year Est. Return 51.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.29M
3
+$4.21M
4
TREE icon
LendingTree
TREE
+$4.16M
5
VPG icon
Vishay Precision Group
VPG
+$3.89M

Top Sells

1
+$1.35M
2
+$1.22M
3
+$1.14M
4
FORM icon
FormFactor
FORM
+$1.07M
5
AAPL icon
Apple
AAPL
+$1.03M

Sector Composition

1 Technology 54.3%
2 Healthcare 15.15%
3 Industrials 10.1%
4 Communication Services 8.17%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.59%
52,000
+14,500
52
$2.01M 0.57%
220,000
+68,900
53
$2M 0.57%
91,773
+66,773
54
$1.87M 0.53%
112,000
-6,000
55
$1.76M 0.5%
395,000
+22,700
56
$1.74M 0.49%
167,100
+39,000
57
$1.68M 0.48%
75,000
+26,000
58
$1.56M 0.44%
47,000
+20,000
59
$1.49M 0.42%
25,250
-500
60
$1.49M 0.42%
14,000
-2,500
61
$1.46M 0.41%
13,250
62
$1.46M 0.41%
+30,000
63
$1.35M 0.38%
79,000
-15,000
64
$1.27M 0.36%
122,500
+102,500
65
$1.25M 0.35%
2,000
66
$1.25M 0.35%
+90,000
67
$1.24M 0.35%
100,000
-37,500
68
$1.24M 0.35%
38,750
+17,350
69
$1.2M 0.34%
62,000
70
$1.1M 0.31%
+30,000
71
$1.09M 0.31%
103,805
72
$1.02M 0.29%
110,068
73
$997K 0.28%
82,500
-2,500
74
$899K 0.25%
30,000
-12,500
75
$865K 0.24%
60,000
1 2
3
4 5