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
$684M
AUM Growth
-$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.9M
3
+$3.73M
4
ACVA icon
ACV Auctions
ACVA
+$3.46M
5
COHR icon
Coherent
COHR
+$3.12M

Top Sells

1
+$12.5M
2
+$11.8M
3
+$10.5M
4
CMRC
Commerce.com Inc Series 1
CMRC
+$9.41M
5
WWE
World Wrestling Entertainment
WWE
+$9.05M

Sector Composition

1 Technology 55.34%
2 Healthcare 13.21%
3 Industrials 12.77%
4 Communication Services 5.08%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.59M 0.53%
74,250
-10,750
52
$3.46M 0.51%
+135,000
53
$3.25M 0.47%
137,500
54
$3.14M 0.46%
220,000
-355,000
55
$3.09M 0.45%
91,000
-74,350
56
$2.79M 0.41%
13,250
57
$2.74M 0.4%
112,600
58
$2.54M 0.37%
+70,000
59
$2.51M 0.37%
24,500
60
$2.5M 0.37%
38,500
-145,000
61
$2.46M 0.36%
56,440
-19,723
62
$2.39M 0.35%
229,917
+29,917
63
$2.36M 0.35%
57,266
-401
64
$2.21M 0.32%
17,500
65
$2.19M 0.32%
52,500
-1,500
66
$2.14M 0.31%
54,450
-31,500
67
$1.98M 0.29%
16,500
68
$1.9M 0.28%
281,000
+51,000
69
$1.85M 0.27%
103,303
-1,810
70
$1.67M 0.24%
+60,000
71
$1.66M 0.24%
28,500
72
$1.66M 0.24%
+45,000
73
$1.63M 0.24%
25,000
74
$1.6M 0.23%
2,000
75
$1.35M 0.2%
79,000
-29,000
1 2
3
4 5