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
$553M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$5.22M
3
+$3.26M
4
GTLS icon
Chart Industries
GTLS
+$3.17M
5
ST icon
Sensata Technologies
ST
+$3.03M

Top Sells

1
+$7.56M
2
+$6.07M
3
+$2.92M
4
CMBM icon
Cambium Networks
CMBM
+$2.85M
5
PDFS icon
PDF Solutions
PDFS
+$2.6M

Sector Composition

1 Technology 59.25%
2 Industrials 13.38%
3 Healthcare 11.57%
4 Communication Services 6.07%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.41M 0.25%
81,000
+9,000
77
$1.38M 0.25%
2,100
78
$1.33M 0.24%
8,500
-1,000
79
$1.26M 0.23%
400,000
+175,000
80
$1.24M 0.22%
17,500
81
$1.2M 0.22%
37,500
82
$1.19M 0.21%
55,000
83
$1.18M 0.21%
26,000
+7,000
84
$1.12M 0.2%
+198,500
85
$1.08M 0.2%
150,000
86
$1.05M 0.19%
25,000
87
$1.03M 0.19%
100,000
88
$1.01M 0.18%
4,750
89
$999K 0.18%
184,000
+50,000
90
$943K 0.17%
20,500
91
$933K 0.17%
150,000
+25,000
92
$926K 0.17%
480,000
+48,583
93
$917K 0.17%
700,000
+415,000
94
$905K 0.16%
60,000
-5,000
95
$884K 0.16%
220,000
96
$876K 0.16%
9,000
97
$849K 0.15%
+25,000
98
$791K 0.14%
17,500
+2,500
99
$710K 0.13%
86,500
-97,000
100
$673K 0.12%
20,000
1 2 3
4
5