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
$553M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$5.22M
3
+$3.26M
4
GTLS icon
Chart Industries
GTLS
+$3.17M
5
ST icon
Sensata Technologies
ST
+$3.03M

Top Sells

1
+$7.56M
2
+$6.07M
3
+$2.92M
4
CMBM icon
Cambium Networks
CMBM
+$2.85M
5
PDFS icon
PDF Solutions
PDFS
+$2.6M

Sector Composition

1 Technology 59.25%
2 Industrials 13.38%
3 Healthcare 11.57%
4 Communication Services 6.07%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.52M 0.64%
90,500
+41,500
52
$3.52M 0.64%
257,500
53
$3.17M 0.57%
+27,500
54
$3.08M 0.56%
1,092,500
-207,500
55
$3.03M 0.55%
+75,000
56
$3M 0.54%
146,100
57
$2.72M 0.49%
130,000
+7,500
58
$2.71M 0.49%
53,500
+28,500
59
$2.64M 0.48%
59,000
60
$2.6M 0.47%
4,750
-250
61
$2.56M 0.46%
40,500
+3,000
62
$2.45M 0.44%
20,000
-3,000
63
$2.36M 0.43%
117,500
+7,500
64
$2.07M 0.37%
405,000
+150,000
65
$2.05M 0.37%
30,000
66
$2.02M 0.37%
52,500
67
$1.98M 0.36%
1,500
68
$1.92M 0.35%
76,348
+43,028
69
$1.79M 0.32%
+15,000
70
$1.78M 0.32%
17,500
-7,500
71
$1.69M 0.31%
444,488
-16,026
72
$1.64M 0.3%
10,000
73
$1.62M 0.29%
9,000
74
$1.51M 0.27%
90,000
75
$1.45M 0.26%
46,294
-10,972
1 2
3
4 5