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
$749M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$8.25M
3
+$6.72M
4
CMRC
Commerce.com Inc Series 1
CMRC
+$6.66M
5
AZTA icon
Azenta
AZTA
+$6.14M

Top Sells

1
+$8.66M
2
+$7.36M
3
+$5.88M
4
VSAT icon
Viasat
VSAT
+$2.34M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2M

Sector Composition

1 Technology 53.79%
2 Industrials 13.88%
3 Healthcare 13.12%
4 Communication Services 4.19%
5 Financials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.02M 0.67%
48,000
52
$4.87M 0.65%
547,500
+52,250
53
$4.79M 0.64%
72,000
54
$4.67M 0.62%
19,475
55
$4.63M 0.62%
35,100
+27,600
56
$4.46M 0.59%
29,500
57
$4.39M 0.59%
+50,000
58
$4.18M 0.56%
59,500
59
$3.8M 0.51%
112,500
+58,050
60
$3.75M 0.5%
133,000
+63,000
61
$3.57M 0.48%
17,500
62
$3.51M 0.47%
150,000
+90,000
63
$3.29M 0.44%
+40,000
64
$2.69M 0.36%
74,250
65
$2.48M 0.33%
57,266
66
$2.44M 0.33%
112,600
67
$2.22M 0.3%
160,000
+22,500
68
$2.1M 0.28%
13,250
69
$2.07M 0.28%
52,500
70
$1.96M 0.26%
24,500
71
$1.95M 0.26%
305,000
+24,000
72
$1.94M 0.26%
300,000
+150,000
73
$1.93M 0.26%
+50,000
74
$1.89M 0.25%
250,000
+20,083
75
$1.84M 0.25%
16,500
1 2
3
4 5