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
$468M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$6.32M
3
+$5.94M
4
INSG icon
Inseego
INSG
+$4.64M
5
EGIO
Edgio, Inc. Common Stock
EGIO
+$4.64M

Top Sells

1
+$13.5M
2
+$5.95M
3
+$4.61M
4
VICR icon
Vicor
VICR
+$4.58M
5
TREE icon
LendingTree
TREE
+$3.67M

Sector Composition

1 Technology 59.96%
2 Healthcare 12.98%
3 Industrials 10.03%
4 Communication Services 8.17%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$831K 0.18%
3,000
-500
77
$809K 0.17%
25,000
78
$665K 0.14%
25,000
-15,000
79
$598K 0.13%
5,250
80
$594K 0.13%
22,500
81
$581K 0.12%
+15,000
82
$544K 0.12%
9,000
83
$536K 0.11%
10,000
84
$488K 0.1%
12,000
85
$436K 0.09%
8,500
-43,500
86
$415K 0.09%
10,500
+3,500
87
$357K 0.08%
4,000
88
$355K 0.08%
5,000
-5,000
89
$351K 0.08%
30,000
-4,000
90
$349K 0.07%
13,500
+3,592
91
$330K 0.07%
5,500
92
$328K 0.07%
+30,000
93
$318K 0.07%
10,000
94
$311K 0.07%
+1,200
95
$304K 0.07%
7,500
-500
96
$294K 0.06%
6,750
-7,250
97
$284K 0.06%
+110,000
98
$215K 0.05%
25,000
99
$212K 0.05%
+3,000
100
$178K 0.04%
15,000
-107,500
1 2 3
4
5