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
$388M
AUM Growth
-$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.83M
3
+$1.52M
4
VSAT icon
Viasat
VSAT
+$1.15M
5
KVHI icon
KVH Industries
KVHI
+$1.13M

Top Sells

1
+$6.43M
2
+$4.99M
3
+$4.95M
4
AZTA icon
Azenta
AZTA
+$4.65M
5
UCTT icon
Ultra Clean Holdings
UCTT
+$3.08M

Sector Composition

1 Technology 40.7%
2 Healthcare 20.47%
3 Industrials 13%
4 Communication Services 8.3%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253K 0.07%
15,000
-182,500
102
$245K 0.06%
25,000
-55,000
103
$233K 0.06%
10,000
104
$175K 0.05%
11,510
105
$78K 0.02%
15,000
106
$16K ﹤0.01%
2,045
107
– –
-272,500
108
– –
-22,500
109
– –
-167,500
1 2 3 4
5