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
$383M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.87M
2 +$1.33M
3 +$770K
4
AKAM icon
Akamai
AKAM
+$639K
5
PDFS icon
PDF Solutions
PDFS
+$555K

Top Sells

1 +$13.9M
2 +$2.88M
3 +$1.53M
4
ESIO
Electro Scientific Industries
ESIO
+$1.29M
5
HON icon
Honeywell
HON
+$1.23M

Sector Composition

1 Technology 36.55%
2 Healthcare 23.26%
3 Industrials 12.34%
4 Communication Services 5.68%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-42,000
102
-60,000