NIM

Needham Investment Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 39.31%
This Quarter Est. Return
1 Year Est. Return
+39.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.22M
3
+$1.56M
4
VITL icon
Vital Farms
VITL
+$1.52M
5
POCI icon
Precision Optics
POCI
+$1.13M

Top Sells

1
+$24.5M
2
+$21.7M
3
+$7.17M
4
NVMI icon
Nova
NVMI
+$5.35M
5
VICR icon
Vicor
VICR
+$4.68M

Sector Composition

1 Technology 53.35%
2 Industrials 18.27%
3 Healthcare 6.46%
4 Materials 5.03%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.56M 0.61%
460,000
-1,521,900
52
$6.56M 0.61%
211,000
53
$6.47M 0.61%
267,500
54
$6.44M 0.6%
57,500
-6,500
55
$6.28M 0.59%
7,700
-100
56
$5.7M 0.53%
920,000
57
$5.47M 0.51%
525,500
58
$5.42M 0.51%
565,000
-85,000
59
$5.06M 0.47%
50,000
60
$5M 0.47%
60,500
+13,000
61
$4.9M 0.46%
926,545
-188,605
62
$4.89M 0.46%
119,500
-37,300
63
$4.86M 0.46%
138,500
64
$4.84M 0.45%
65,000
+14,300
65
$4.81M 0.45%
378,654
+25,935
66
$4.76M 0.45%
22,500
67
$4.64M 0.43%
155,500
-42,000
68
$4.59M 0.43%
51,041
69
$4.52M 0.42%
122,000
+6,750
70
$4.3M 0.4%
264,473
+9,395
71
$4.23M 0.4%
19,050
-1,500
72
$4.06M 0.38%
305,000
-1,000
73
$4.05M 0.38%
26,500
-250
74
$3.99M 0.37%
73,000
+10,000
75
$3.89M 0.36%
17,000
-1,250
1 2
3
4 5