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
$452M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.29M
3
+$1.09M
4
CPWR
COMPUWARE CORP
CPWR
+$1.06M
5
XLNX
Xilinx Inc
XLNX
+$953K

Top Sells

1
+$4.95M
2
+$4.26M
3
+$2.61M
4
HON icon
Honeywell
HON
+$2.56M
5
ADEA icon
Adeia
ADEA
+$1.83M

Sector Composition

1 Technology 30.76%
2 Healthcare 22.1%
3 Industrials 15.55%
4 Communication Services 5.27%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$849K 0.19%
86,666
77
$827K 0.18%
64,101
78
$744K 0.16%
3,500
79
$701K 0.16%
75,000
80
$677K 0.15%
35,000
81
$676K 0.15%
20,000
82
$660K 0.15%
50,626
+2,626
83
$622K 0.14%
39,850
+37,350
84
$586K 0.13%
160,000
85
$555K 0.12%
30,000
+8,500
86
$538K 0.12%
15,000
-10,000
87
$520K 0.12%
30,000
88
$516K 0.11%
75,000
89
$516K 0.11%
+20,000
90
$457K 0.1%
15,000
91
$455K 0.1%
32,500
-28,000
92
$453K 0.1%
58,500
+12,000
93
$448K 0.1%
30,000
+20,000
94
$424K 0.09%
68,886
95
$418K 0.09%
19,000
96
$401K 0.09%
+52,652
97
$378K 0.08%
55,000
98
$377K 0.08%
11,000
99
$374K 0.08%
5,000
100
$358K 0.08%
18,500
2 3
4
5 6