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
$535M
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.3M
3
+$4.78M
4
CMBM icon
Cambium Networks
CMBM
+$3.02M
5
LASR icon
nLIGHT
LASR
+$2.91M

Top Sells

1
+$5.81M
2
+$5.39M
3
+$4.53M
4
VSH icon
Vishay Intertechnology
VSH
+$4.29M
5
CMRC
Commerce.com Inc Series 1
CMRC
+$4.02M

Sector Composition

1 Technology 59.42%
2 Healthcare 12.09%
3 Industrials 11.11%
4 Communication Services 5.94%
5 Consumer Discretionary 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.27%
100,000
77
$1.38M 0.26%
2,100
+100
78
$1.38M 0.26%
90,000
79
$1.35M 0.25%
16,500
80
$1.3M 0.24%
9,000
81
$1.26M 0.24%
9,500
82
$1.21M 0.23%
4,750
83
$1.2M 0.22%
183,500
-119,000
84
$1.17M 0.22%
80,000
+25,650
85
$1.15M 0.21%
392,500
+12,500
86
$1.08M 0.2%
18,695
87
$1.06M 0.2%
25,000
88
$1.02M 0.19%
32,500
89
$1M 0.19%
+40,000
90
$994K 0.19%
17,500
91
$981K 0.18%
220,000
+45,000
92
$970K 0.18%
+750
93
$950K 0.18%
225,000
+80,000
94
$945K 0.18%
24,500
95
$934K 0.17%
20,500
96
$854K 0.16%
25,000
97
$819K 0.15%
9,000
98
$814K 0.15%
15,500
+5,500
99
$805K 0.15%
25,000
+19,455
100
$772K 0.14%
20,000
2 3
4
5 6