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
$588M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.56M
3
+$4.39M
4
MKSI icon
MKS Inc
MKSI
+$3.12M
5
ADTN icon
Adtran
ADTN
+$3.02M

Top Sells

1
+$4.25M
2
+$2.69M
3
+$2.35M
4
LH icon
Labcorp
LH
+$2M
5
SITM icon
SiTime
SITM
+$1.98M

Sector Composition

1 Technology 61.69%
2 Industrials 12.88%
3 Healthcare 9.76%
4 Communication Services 4.82%
5 Consumer Discretionary 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.53M 0.6%
226,965
+5,684
52
$3.36M 0.57%
50,000
-20,000
53
$3.03M 0.52%
160,000
+13,900
54
$2.96M 0.5%
300,000
+150,000
55
$2.95M 0.5%
160,000
+12,500
56
$2.87M 0.49%
28,500
+2,500
57
$2.8M 0.48%
4,750
58
$2.72M 0.46%
650,000
+267,500
59
$2.5M 0.43%
1,700
+100
60
$2.48M 0.42%
210,000
+31,700
61
$2.39M 0.41%
660,888
62
$2.35M 0.4%
37,500
+11,500
63
$2.31M 0.39%
173,048
+23,048
64
$2.29M 0.39%
+80,263
65
$2.28M 0.39%
350,000
+285,000
66
$2.26M 0.38%
165,000
+84,000
67
$2.24M 0.38%
147,200
+114,700
68
$2.18M 0.37%
20,000
+10,000
69
$2.07M 0.35%
52,500
70
$2.02M 0.34%
32,500
+2,500
71
$1.96M 0.33%
17,150
-17,350
72
$1.93M 0.33%
+200,000
73
$1.85M 0.32%
750,000
+217,500
74
$1.81M 0.31%
18,500
+1,000
75
$1.76M 0.3%
32,500
+2,500
1 2
3
4 5