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
$1.08B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.99M
2
+$8.67M
3
+$8.25M
4
VITL icon
Vital Farms
VITL
+$8.14M
5
LASR icon
nLIGHT
LASR
+$7.08M

Top Sells

1
+$73M
2
+$13.9M
3
+$2.54M
4
UCTT icon
Ultra Clean Holdings
UCTT
+$1.96M
5
MKSI icon
MKS Inc
MKSI
+$1.86M

Sector Composition

1 Technology 60.57%
2 Industrials 16.96%
3 Healthcare 6.73%
4 Materials 4.45%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.03M 0.37%
239,006
+12,041
77
$3.56M 0.33%
30,000
+10,000
78
$3.49M 0.32%
37,400
+20,400
79
$3.48M 0.32%
806,750
-74,800
80
$3.44M 0.32%
11,800
+3,050
81
$3.35M 0.31%
2,200
+50
82
$3.24M 0.3%
45,750
83
$3.12M 0.29%
60,000
-20,000
84
$3.06M 0.28%
27,500
+4,000
85
$3.05M 0.28%
1,124,435
86
$2.84M 0.26%
60,000
+40,000
87
$2.76M 0.26%
400,000
88
$2.74M 0.25%
31,750
+6,750
89
$2.7M 0.25%
52,500
90
$2.67M 0.25%
200,000
91
$2.56M 0.24%
3,100
+1,000
92
$2.56M 0.24%
87,500
+32,500
93
$2.55M 0.24%
38,500
94
$2.47M 0.23%
50,000
95
$2.47M 0.23%
15,000
+5,000
96
$2.43M 0.23%
25,000
97
$2.34M 0.22%
20,750
+10,000
98
$2.23M 0.21%
+650,000
99
$2.18M 0.2%
+13,500
100
$2.18M 0.2%
350,000
+130,000
2 3
4
5 6