NIM

Needham Investment Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 39.31%
This Quarter Est. Return
1 Year Est. Return
+39.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.22M
3
+$1.56M
4
VITL icon
Vital Farms
VITL
+$1.52M
5
POCI icon
Precision Optics
POCI
+$1.13M

Top Sells

1
+$24.5M
2
+$21.7M
3
+$7.17M
4
NVMI icon
Nova
NVMI
+$5.35M
5
VICR icon
Vicor
VICR
+$4.68M

Sector Composition

1 Technology 53.35%
2 Industrials 18.27%
3 Healthcare 6.46%
4 Materials 5.03%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.88M 0.36%
255,000
77
$3.84M 0.36%
22,500
78
$3.84M 0.36%
97,500
79
$3.71M 0.35%
55,000
-2,500
80
$3.7M 0.35%
355,100
81
$3.64M 0.34%
5,500
82
$3.51M 0.33%
57,000
-3,000
83
$3.46M 0.32%
24,000
84
$3.44M 0.32%
21,500
85
$3.39M 0.32%
30,000
86
$3.23M 0.3%
38,500
87
$3.06M 0.29%
612,500
88
$2.9M 0.27%
700,000
+272,500
89
$2.9M 0.27%
33,000
-2,000
90
$2.78M 0.26%
+47,500
91
$2.76M 0.26%
14,500
-3,150
92
$2.7M 0.25%
1,688,400
-91,600
93
$2.6M 0.24%
21,715
+8,585
94
$2.59M 0.24%
450,000
-50,000
95
$2.49M 0.23%
51,500
-1,000
96
$2.43M 0.23%
32,500
97
$2.42M 0.23%
69,441
98
$2.36M 0.22%
92,000
-23,000
99
$2.12M 0.2%
80,000
+5,000
100
$2.02M 0.19%
10,000
2 3
4
5 6