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
$399M
AUM Growth
-$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.24M
3
+$901K
4
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$879K
5
PDFS icon
PDF Solutions
PDFS
+$633K

Top Sells

1
+$2.75M
2
+$1.23M
3
+$1.13M
4
COHR icon
Coherent
COHR
+$965K
5
VSAT icon
Viasat
VSAT
+$707K

Sector Composition

1 Technology 33.36%
2 Healthcare 23.11%
3 Industrials 16.05%
4 Communication Services 5.51%
5 Consumer Discretionary 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$158K 0.04%
37,500
+17,500
102
$126K 0.03%
30,000
+10,000
103
$99K 0.02%
105,939
104
$94K 0.02%
50,200
105
$56K 0.01%
15,000
106
– –
-21,000
107
– –
-25,000
108
– –
-4,000
109
– –
-10,000
110
– –
-20,000
111
– –
-32,630
112
– –
-17,500
113
– –
-17,217
1 2 3 4
5