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
$797M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$9.81M
3
+$7.54M
4
LASR icon
nLIGHT
LASR
+$6.99M
5
CMBM icon
Cambium Networks
CMBM
+$6.04M

Top Sells

1
+$13.3M
2
+$11.5M
3
+$9.81M
4
PLAB icon
Photronics
PLAB
+$9.76M
5
TREE icon
LendingTree
TREE
+$8.95M

Sector Composition

1 Technology 59.73%
2 Industrials 12.88%
3 Healthcare 12.25%
4 Communication Services 3.98%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$543K 0.07%
15,000
-3,000
102
$525K 0.07%
7,500
103
$523K 0.07%
2,900
104
$514K 0.06%
+25,000
105
$478K 0.06%
+65,000
106
$459K 0.06%
10,000
107
$448K 0.06%
75,000
108
$406K 0.05%
5,250
+750
109
$395K 0.05%
2,500
110
$373K 0.05%
25,000
111
$341K 0.04%
25,000
112
$284K 0.04%
5,750
113
$276K 0.03%
+30,977
114
$267K 0.03%
1,500
-2,000
115
$219K 0.03%
+6,432
116
$205K 0.03%
3,150
117
$171K 0.02%
175
-193
118
$163K 0.02%
+11,572
119
$40K 0.01%
876
-41
120
– –
-40,000
121
– –
-30,000
122
– –
-6,500
123
– –
-5,000
124
– –
-300,000
125
– –
-3,500
2 3 4
5
6