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
$1.3B
AUM Growth
-$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$3.3M
3
+$3.12M
4
RPD icon
Rapid7
RPD
+$3.02M
5
VSH icon
Vishay Intertechnology
VSH
+$2.61M

Top Sells

1
+$7.11M
2
+$5.6M
3
+$4.56M
4
AAPL icon
Apple
AAPL
+$2.55M
5
CGNX icon
Cognex
CGNX
+$1.79M

Sector Composition

1 Technology 56.61%
2 Industrials 17.59%
3 Healthcare 5.95%
4 Materials 4.84%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.63M 0.36%
352,719
77
$4.62M 0.36%
50,000
78
$4.58M 0.35%
24,000
-3,500
79
$4.55M 0.35%
97,500
+55,500
80
$4.46M 0.34%
30,000
+5,000
81
$4.45M 0.34%
225,000
82
$4.27M 0.33%
267,500
83
$4.22M 0.33%
255,000
84
$4.14M 0.32%
18,250
85
$4.09M 0.32%
255,078
86
$4.08M 0.31%
51,041
87
$4.03M 0.31%
21,500
+11,500
88
$3.98M 0.31%
22,500
89
$3.81M 0.29%
5,500
+550
90
$3.74M 0.29%
17,650
+3,950
91
$3.63M 0.28%
115,000
-35,000
92
$3.55M 0.27%
38,500
93
$3.24M 0.25%
612,500
+2,500
94
$3.24M 0.25%
35,000
95
$3.15M 0.24%
118,000
+38,000
96
$3.08M 0.24%
1,418,100
-122,950
97
$3.06M 0.24%
500,000
+100,000
98
$3.02M 0.23%
355,100
+8,600
99
$3.02M 0.23%
+75,000
100
$2.66M 0.21%
46,294
2 3
4
5 6