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
$1.3B
AUM Growth
-$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$3.3M
3
+$3.12M
4
RPD icon
Rapid7
RPD
+$3.02M
5
VSH icon
Vishay Intertechnology
VSH
+$2.61M

Top Sells

1
+$7.11M
2
+$5.6M
3
+$4.56M
4
AAPL icon
Apple
AAPL
+$2.55M
5
CGNX icon
Cognex
CGNX
+$1.79M

Sector Composition

1 Technology 56.61%
2 Industrials 17.59%
3 Healthcare 5.95%
4 Materials 4.84%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.6M 0.66%
650,000
+50,000
52
$8.54M 0.66%
4,950
53
$8.5M 0.66%
156,800
-22,750
54
$8.31M 0.64%
461,000
-310,638
55
$7.87M 0.61%
306,000
+6,000
56
$7.58M 0.58%
+115,250
57
$7.4M 0.57%
63,000
58
$7.35M 0.57%
7,800
59
$7.17M 0.55%
190,000
60
$7.14M 0.55%
1,780,000
+277,500
61
$7.09M 0.55%
525,500
+3,000
62
$7.08M 0.55%
197,500
-50,000
63
$7.03M 0.54%
920,000
+5,000
64
$6.63M 0.51%
60,000
-10,000
65
$6.36M 0.49%
1,115,150
-176,450
66
$5.98M 0.46%
47,500
+4,000
67
$5.91M 0.46%
64,000
68
$5.84M 0.45%
57,500
+3,000
69
$5.74M 0.44%
26,750
-21,250
70
$5.36M 0.41%
50,700
+11,200
71
$5.25M 0.41%
138,500
+11,000
72
$5.15M 0.4%
20,550
-10,200
73
$5.08M 0.39%
22,500
74
$4.82M 0.37%
442,500
-40,000
75
$4.7M 0.36%
306,000
1 2
3
4 5