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
$797M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$9.81M
3
+$7.54M
4
LASR icon
nLIGHT
LASR
+$6.99M
5
CMBM icon
Cambium Networks
CMBM
+$6.04M

Top Sells

1
+$13.3M
2
+$11.5M
3
+$9.81M
4
PLAB icon
Photronics
PLAB
+$9.76M
5
TREE icon
LendingTree
TREE
+$8.95M

Sector Composition

1 Technology 59.73%
2 Industrials 12.88%
3 Healthcare 12.25%
4 Communication Services 3.98%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.75M 0.22%
245,000
+47,000
77
$1.69M 0.21%
2,000
78
$1.42M 0.18%
68,233
+20,000
79
$1.42M 0.18%
9,000
80
$1.39M 0.17%
16,500
+3,000
81
$1.34M 0.17%
82,000
+3,000
82
$1.34M 0.17%
54,350
-650
83
$1.26M 0.16%
13,500
+1,500
84
$1.21M 0.15%
32,500
85
$1.2M 0.15%
13,000
86
$1.17M 0.15%
115,000
+26,500
87
$1.1M 0.14%
3,750
+750
88
$1.06M 0.13%
+42,500
89
$1.06M 0.13%
9,000
90
$1.03M 0.13%
20,500
91
$998K 0.13%
10,000
+4,500
92
$995K 0.12%
5,750
93
$931K 0.12%
+55,000
94
$893K 0.11%
70,000
+22,500
95
$856K 0.11%
20,000
96
$829K 0.1%
+2,750
97
$817K 0.1%
50,350
+9,350
98
$724K 0.09%
5,000
99
$678K 0.09%
100,000
-150,000
100
$631K 0.08%
2,500
+1,000
2 3
4
5 6