NIM

Needham Investment Management Portfolio holdings

AUM $1.58B
1-Year Est. Return 51.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$517K
3
+$391K
4
CRAI icon
CRA International
CRAI
+$272K
5
SMCI icon
Super Micro Computer
SMCI
+$261K

Top Sells

1
+$3.53M
2
+$3.07M
3
+$2.23M
4
ESIO
Electro Scientific Industries
ESIO
+$2.07M
5
GPOR
Gulfport Energy Corp.
GPOR
+$1.41M

Sector Composition

1 Technology 32.53%
2 Healthcare 24.31%
3 Industrials 16.26%
4 Communication Services 5.19%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$640K 0.16%
35,000
77
$614K 0.15%
25,000
-50,000
78
$607K 0.15%
25,000
-25,000
79
$546K 0.14%
40,000
+10,000
80
$525K 0.13%
86,666
81
$483K 0.12%
28,000
-6,000
82
$476K 0.12%
52,200
-4,300
83
$404K 0.1%
13,000
84
$401K 0.1%
4,500
85
$374K 0.09%
33,000
-27,000
86
$351K 0.09%
1,800
87
$330K 0.08%
18,500
-2,500
88
$320K 0.08%
25,000
89
$298K 0.07%
2,000
90
$277K 0.07%
62,500
+25,000
91
$272K 0.07%
10,000
92
$244K 0.06%
16,628
93
$233K 0.06%
+12,500
94
$214K 0.05%
35,200
95
$196K 0.05%
14,117
-3,383
96
$128K 0.03%
30,000
97
$100K 0.02%
13,750
-31,250
98
$92K 0.02%
50,200
99
$68K 0.02%
13,400
-33,312
100
$68K 0.02%
15,000
1 2 3
4
5