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
$792M
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.39M
3
+$5.3M
4
ALTR
Altair Engineering Inc
ALTR
+$4.82M
5
FARO
Faro Technologies
FARO
+$4.17M

Top Sells

1
+$4.07M
2
+$2.44M
3
+$1.71M
4
FEIM icon
Frequency Electronics
FEIM
+$1.56M
5
SSSS icon
SuRo Capital
SSSS
+$1.1M

Sector Composition

1 Technology 60.92%
2 Industrials 16.46%
3 Healthcare 8.27%
4 Communication Services 3.91%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.76M 0.35%
45,750
+13,250
77
$2.64M 0.33%
20,000
+16,000
78
$2.57M 0.32%
23,500
+5,000
79
$2.49M 0.31%
1,124,435
-100,000
80
$2.32M 0.29%
+125,000
81
$2.28M 0.29%
240,000
+185,000
82
$2.27M 0.29%
+8,750
83
$2.25M 0.28%
+50,000
84
$2.2M 0.28%
52,500
85
$2.19M 0.28%
38,500
+16,000
86
$2.08M 0.26%
17,000
-150
87
$2.07M 0.26%
55,000
+50,000
88
$2.01M 0.25%
+72,500
89
$1.99M 0.25%
10,000
90
$1.96M 0.25%
57,500
+50,000
91
$1.96M 0.25%
25,000
92
$1.86M 0.23%
+17,082
93
$1.86M 0.23%
46,294
94
$1.85M 0.23%
300,000
+65,000
95
$1.83M 0.23%
+31,000
96
$1.77M 0.22%
300,000
+200,000
97
$1.73M 0.22%
+25,000
98
$1.69M 0.21%
2,100
99
$1.6M 0.2%
+47,500
100
$1.5M 0.19%
381,588
-279,300
2 3
4
5 6