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
$353M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$5.08M
3
+$3.34M
4
AKTS
Akoustis Technologies Inc
AKTS
+$3.22M
5
TREE icon
LendingTree
TREE
+$2.7M

Top Sells

1
+$1.16M
2
+$1.14M
3
+$1.09M
4
FORM icon
FormFactor
FORM
+$904K
5
AAPL icon
Apple
AAPL
+$890K

Sector Composition

1 Technology 54.25%
2 Healthcare 15.15%
3 Industrials 10.1%
4 Communication Services 8.22%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$824K 0.23%
90,000
+70,000
77
$798K 0.23%
+7,500
78
$788K 0.22%
16,500
+1,000
79
$766K 0.22%
+40,000
80
$759K 0.21%
40,000
+30,000
81
$722K 0.2%
+22,500
82
$709K 0.2%
34,500
-500
83
$600K 0.17%
25,000
84
$580K 0.16%
+10,000
85
$561K 0.16%
22,500
86
$546K 0.15%
+20,000
87
$538K 0.15%
+80,050
88
$489K 0.14%
3,500
-2,200
89
$475K 0.13%
14,000
-2,000
90
$445K 0.13%
10,000
-10,000
91
$430K 0.12%
12,000
+2,000
92
$422K 0.12%
5,250
93
$412K 0.12%
9,000
94
$362K 0.1%
50,000
-100,000
95
$305K 0.09%
+10,000
96
$291K 0.08%
285,000
+112,500
97
$290K 0.08%
4,000
98
$283K 0.08%
+5,500
99
$267K 0.08%
10,000
100
$263K 0.07%
+9,908
1 2 3
4
5