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
$1.22B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$7.64M
3
+$6.95M
4
AKAM icon
Akamai
AKAM
+$6.22M
5
CTRI icon
Centuri Holdings
CTRI
+$5.8M

Top Sells

1
+$16.8M
2
+$6.53M
3
+$5.34M
4
FORM icon
FormFactor
FORM
+$3.57M
5
PSTG icon
Pure Storage
PSTG
+$3.21M

Sector Composition

1 Technology 59.57%
2 Industrials 17.11%
3 Healthcare 5.92%
4 Materials 4.13%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.39M 0.36%
64,000
77
$4.32M 0.35%
247,349
+8,343
78
$4.3M 0.35%
61,500
+15,750
79
$4.29M 0.35%
50,000
80
$4.27M 0.35%
18,250
81
$4.18M 0.34%
2,650
+450
82
$4.15M 0.34%
+350,000
83
$4.1M 0.34%
22,500
84
$4.06M 0.33%
255,000
85
$4.02M 0.33%
51,041
86
$3.86M 0.32%
1,275,000
+625,000
87
$3.72M 0.31%
407,850
88
$3.64M 0.3%
27,500
-10,000
89
$3.31M 0.27%
602,500
+252,500
90
$3.29M 0.27%
27,500
91
$3.22M 0.26%
400,000
92
$3.17M 0.26%
38,500
93
$3.04M 0.25%
500,000
-200,000
94
$2.89M 0.24%
+150,000
95
$2.89M 0.24%
60,000
+10,000
96
$2.89M 0.24%
20,000
+5,000
97
$2.66M 0.22%
25,000
98
$2.62M 0.22%
35,000
+3,250
99
$2.5M 0.21%
52,500
100
$2.49M 0.2%
200,000
2 3
4
5 6