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
$535M
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.3M
3
+$4.78M
4
CMBM icon
Cambium Networks
CMBM
+$3.02M
5
LASR icon
nLIGHT
LASR
+$2.91M

Top Sells

1
+$5.81M
2
+$5.39M
3
+$4.53M
4
VSH icon
Vishay Intertechnology
VSH
+$4.29M
5
CMRC
Commerce.com Inc Series 1
CMRC
+$4.02M

Sector Composition

1 Technology 59.42%
2 Healthcare 12.09%
3 Industrials 11.11%
4 Communication Services 5.94%
5 Consumer Discretionary 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.46M 0.65%
306,000
52
$3.42M 0.64%
25,000
53
$3.27M 0.61%
883,434
-66,566
54
$3.09M 0.58%
600,000
+100,000
55
$2.95M 0.55%
460,514
56
$2.85M 0.53%
17,500
57
$2.49M 0.47%
51,500
+16,500
58
$2.47M 0.46%
59,000
-500
59
$2.23M 0.42%
72,000
60
$2.23M 0.42%
125,000
-241,050
61
$2.2M 0.41%
4,625
+3,125
62
$2.17M 0.41%
173,600
+138,500
63
$2.17M 0.4%
180,000
+100,000
64
$2.1M 0.39%
129,762
-248,100
65
$2.08M 0.39%
252,500
+28,000
66
$2.06M 0.38%
57,266
67
$2.05M 0.38%
23,000
+3,000
68
$2.04M 0.38%
146,100
69
$1.94M 0.36%
23,000
+19,000
70
$1.88M 0.35%
30,000
+6,500
71
$1.88M 0.35%
150,000
72
$1.77M 0.33%
211,835
-11,750
73
$1.76M 0.33%
52,500
74
$1.55M 0.29%
110,000
+15,000
75
$1.46M 0.27%
10,000
1 2
3
4 5