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
$797M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$9.81M
3
+$7.54M
4
LASR icon
nLIGHT
LASR
+$6.99M
5
CMBM icon
Cambium Networks
CMBM
+$6.04M

Top Sells

1
+$13.3M
2
+$11.5M
3
+$9.81M
4
PLAB icon
Photronics
PLAB
+$9.76M
5
TREE icon
LendingTree
TREE
+$8.95M

Sector Composition

1 Technology 59.73%
2 Industrials 12.88%
3 Healthcare 12.25%
4 Communication Services 3.98%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.51M 0.69%
81,800
+52,300
52
$5.47M 0.69%
162,500
+50,000
53
$5.45M 0.68%
59,500
54
$5.28M 0.66%
51,041
55
$5.16M 0.65%
50,000
-10,000
56
$5.12M 0.64%
17,500
57
$5.06M 0.64%
35,100
58
$5.03M 0.63%
25,000
59
$4.78M 0.6%
19,475
60
$4.57M 0.57%
87,990
61
$4.52M 0.57%
240,000
-87,500
62
$4.26M 0.53%
72,000
63
$3.97M 0.5%
447,300
-100,200
64
$3.23M 0.41%
+180,000
65
$3.19M 0.4%
+120,000
66
$3.16M 0.4%
105,000
+81,400
67
$2.91M 0.37%
+17,500
68
$2.8M 0.35%
57,266
69
$2.33M 0.29%
136,400
+12,900
70
$2.32M 0.29%
52,500
71
$2.28M 0.29%
13,250
72
$2.15M 0.27%
205,000
-100,000
73
$1.99M 0.25%
16,500
74
$1.95M 0.24%
24,500
75
$1.8M 0.23%
25,000
1 2
3
4 5