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
$792M
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.39M
3
+$5.3M
4
ALTR
Altair Engineering Inc
ALTR
+$4.82M
5
FARO
Faro Technologies
FARO
+$4.17M

Top Sells

1
+$4.07M
2
+$2.44M
3
+$1.71M
4
FEIM icon
Frequency Electronics
FEIM
+$1.56M
5
SSSS icon
SuRo Capital
SSSS
+$1.1M

Sector Composition

1 Technology 60.92%
2 Industrials 16.46%
3 Healthcare 8.27%
4 Communication Services 3.91%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.45M 0.56%
306,000
52
$4.45M 0.56%
18,250
53
$4.35M 0.55%
59,250
+26,750
54
$4.28M 0.54%
1,902,500
+1,002,500
55
$4.22M 0.53%
313,792
56
$4.22M 0.53%
101,000
+91,000
57
$4.2M 0.53%
51,041
58
$4.1M 0.52%
57,000
59
$3.89M 0.49%
400,000
+100,000
60
$3.8M 0.48%
800,000
+150,000
61
$3.76M 0.47%
226,965
62
$3.75M 0.47%
4,950
+200
63
$3.59M 0.45%
137,000
+12,000
64
$3.49M 0.44%
225,000
+60,000
65
$3.47M 0.44%
355,000
+145,000
66
$3.34M 0.42%
50,000
67
$3.31M 0.42%
1,275,000
+525,000
68
$3.26M 0.41%
93,513
+13,250
69
$3.24M 0.41%
525,000
+425,000
70
$3.09M 0.39%
+325,000
71
$3.06M 0.39%
260,000
+86,952
72
$3.06M 0.39%
200,000
+87,500
73
$3.05M 0.39%
2,150
+450
74
$2.85M 0.36%
+80,000
75
$2.84M 0.36%
200,000
1 2
3
4 5