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NIM

Needham Investment Management Portfolio holdings

AUM $1.96B
1-Year Est. Return 101.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+101.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$468M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$6.03M
3
+$5.65M
4
INSG icon
Inseego
INSG
+$4.23M
5
INGN icon
Inogen
INGN
+$3.71M

Top Sells

1
+$11.3M
2
+$5.95M
3
+$3.83M
4
TREE icon
LendingTree
TREE
+$3.67M
5
VICR icon
Vicor
VICR
+$3.57M

Sector Composition

1 Technology 59.96%
2 Healthcare 12.98%
3 Industrials 10.03%
4 Communication Services 8.17%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$87K 0.02%
71,500
-213,500
102
$81K 0.02%
65,000
103
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-20,000
104
– –
-3,000
105
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-50,000
106
– –
-20,000
107
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-80,050
108
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-7,500
109
– –
-1,443,400
110
– –
-30,000
111
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-10,000
112
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-5,500
113
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-22,500
114
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-40,000
115
– –
-12,000
116
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-215,000
117
– –
-30,000
118
– –
-10,000
119
– –
-3,000
1 2 3 4
5