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
$388M
AUM Growth
-$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.83M
3
+$1.52M
4
VSAT icon
Viasat
VSAT
+$1.15M
5
KVHI icon
KVH Industries
KVHI
+$1.13M

Top Sells

1
+$6.43M
2
+$4.99M
3
+$4.95M
4
AZTA icon
Azenta
AZTA
+$4.65M
5
UCTT icon
Ultra Clean Holdings
UCTT
+$3.08M

Sector Composition

1 Technology 40.7%
2 Healthcare 20.47%
3 Industrials 13%
4 Communication Services 8.3%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$674K 0.17%
567
77
$657K 0.17%
180,000
+90,000
78
$654K 0.17%
+55,000
79
$543K 0.14%
33,000
80
$528K 0.14%
13,000
81
$474K 0.12%
+30,000
82
$470K 0.12%
6,200
-3,800
83
$442K 0.11%
35,000
-91,000
84
$422K 0.11%
398,233
-38,700
85
$411K 0.11%
18,500
86
$409K 0.11%
100,000
+7,323
87
$407K 0.1%
+105,000
88
$397K 0.1%
+13,000
89
$389K 0.1%
+7,000
90
$357K 0.09%
19,500
+2,500
91
$354K 0.09%
15,000
92
$322K 0.08%
30,000
93
$321K 0.08%
25,000
94
$299K 0.08%
10,000
95
$292K 0.08%
7,500
96
$292K 0.08%
+300
97
$289K 0.07%
+10,000
98
$277K 0.07%
15,000
-25,000
99
$276K 0.07%
2,500
+1,750
100
$265K 0.07%
4,000
1 2 3
4
5