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
$468M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$6.32M
3
+$5.94M
4
INSG icon
Inseego
INSG
+$4.64M
5
EGIO
Edgio, Inc. Common Stock
EGIO
+$4.64M

Top Sells

1
+$13.5M
2
+$5.95M
3
+$4.61M
4
VICR icon
Vicor
VICR
+$4.58M
5
TREE icon
LendingTree
TREE
+$3.67M

Sector Composition

1 Technology 59.96%
2 Healthcare 12.98%
3 Industrials 10.03%
4 Communication Services 8.17%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.19M 0.68%
250,000
-108,472
52
$3.02M 0.64%
300,000
+250,000
53
$2.71M 0.58%
+200,964
54
$2.69M 0.58%
294,279
+74,279
55
$2.53M 0.54%
394,000
-1,000
56
$2.52M 0.54%
62,000
57
$2.3M 0.49%
76,000
-3,000
58
$2.26M 0.48%
+562,500
59
$2.17M 0.46%
25,250
60
$2.13M 0.45%
950,000
-150,000
61
$2.13M 0.45%
13,250
62
$1.87M 0.4%
108,000
-4,000
63
$1.87M 0.4%
13,500
-500
64
$1.83M 0.39%
69,200
-3
65
$1.58M 0.34%
112,600
-54,500
66
$1.52M 0.33%
30,000
67
$1.46M 0.31%
82,500
68
$1.41M 0.3%
2,000
69
$1.2M 0.26%
35,000
-25,000
70
$1.14M 0.24%
90,000
71
$1.09M 0.23%
107,665
-2,403
72
$948K 0.2%
20,000
-71,773
73
$937K 0.2%
16,500
74
$909K 0.19%
23,500
-23,500
75
$894K 0.19%
34,500
1 2
3
4 5