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
$1.08B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.99M
2
+$8.67M
3
+$8.25M
4
VITL icon
Vital Farms
VITL
+$8.14M
5
LASR icon
nLIGHT
LASR
+$7.08M

Top Sells

1
+$73M
2
+$13.9M
3
+$2.54M
4
UCTT icon
Ultra Clean Holdings
UCTT
+$1.96M
5
MKSI icon
MKS Inc
MKSI
+$1.86M

Sector Composition

1 Technology 60.57%
2 Industrials 16.96%
3 Healthcare 6.73%
4 Materials 4.45%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.09M 0.57%
210,000
+73,000
52
$6.05M 0.56%
450,000
+100,000
53
$5.58M 0.52%
+500,000
54
$5.38M 0.5%
400,000
+140,000
55
$5.27M 0.49%
30,750
56
$4.98M 0.46%
57,000
57
$4.83M 0.45%
255,000
+130,000
58
$4.8M 0.45%
4,950
59
$4.75M 0.44%
63,000
+32,000
60
$4.73M 0.44%
37,500
+2,500
61
$4.7M 0.44%
260,000
+42,500
62
$4.7M 0.44%
306,000
63
$4.69M 0.44%
64,000
64
$4.62M 0.43%
22,500
65
$4.52M 0.42%
18,250
66
$4.5M 0.42%
330,229
+16,437
67
$4.45M 0.41%
51,041
68
$4.44M 0.41%
407,850
-22,500
69
$4.43M 0.41%
237,500
+20,000
70
$4.42M 0.41%
250,000
+25,000
71
$4.34M 0.4%
22,500
72
$4.23M 0.39%
105,263
+11,750
73
$4.22M 0.39%
700,000
-100,000
74
$4.19M 0.39%
+220,000
75
$4.13M 0.38%
50,000
1 2
3
4 5