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
$1.22B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$7.64M
3
+$6.95M
4
AKAM icon
Akamai
AKAM
+$6.22M
5
CTRI icon
Centuri Holdings
CTRI
+$5.8M

Top Sells

1
+$16.8M
2
+$6.53M
3
+$5.34M
4
FORM icon
FormFactor
FORM
+$3.57M
5
PSTG icon
Pure Storage
PSTG
+$3.21M

Sector Composition

1 Technology 59.57%
2 Industrials 17.11%
3 Healthcare 5.92%
4 Materials 4.13%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.95M 0.57%
2,725,000
+712,500
52
$6.87M 0.56%
415,000
+15,000
53
$6.55M 0.54%
730,000
+230,000
54
$6.48M 0.53%
30,750
55
$6.47M 0.53%
1,391,600
-437,267
56
$6.2M 0.51%
175,000
+125,000
57
$5.85M 0.48%
47,000
+9,600
58
$5.8M 0.48%
+297,628
59
$5.78M 0.48%
206,500
-3,500
60
$5.76M 0.47%
59,000
+2,000
61
$5.4M 0.44%
+388,075
62
$5.34M 0.44%
306,000
63
$5.21M 0.43%
1,541,050
-29,950
64
$5.12M 0.42%
185,000
+2,500
65
$5.09M 0.42%
100,000
+40,000
66
$5.06M 0.42%
4,950
67
$4.91M 0.4%
245,000
+25,000
68
$4.84M 0.4%
341,815
+11,586
69
$4.82M 0.4%
40,000
+10,000
70
$4.8M 0.39%
22,500
71
$4.78M 0.39%
237,500
72
$4.73M 0.39%
6,250
+3,150
73
$4.67M 0.38%
367,500
+107,500
74
$4.56M 0.37%
+290,000
75
$4.45M 0.37%
30,000
+9,250
1 2
3
4 5