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
$535M
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.3M
3
+$4.78M
4
CMBM icon
Cambium Networks
CMBM
+$3.02M
5
LASR icon
nLIGHT
LASR
+$2.91M

Top Sells

1
+$5.81M
2
+$5.39M
3
+$4.53M
4
VSH icon
Vishay Intertechnology
VSH
+$4.29M
5
CMRC
Commerce.com Inc Series 1
CMRC
+$4.02M

Sector Composition

1 Technology 59.42%
2 Healthcare 12.09%
3 Industrials 11.11%
4 Communication Services 5.94%
5 Consumer Discretionary 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$722K 0.14%
20,000
102
$672K 0.13%
7,500
+2,500
103
$662K 0.12%
134,000
-26,000
104
$633K 0.12%
125,000
+112,500
105
$545K 0.1%
5,000
106
$544K 0.1%
12,500
107
$533K 0.1%
6,775
+400
108
$392K 0.07%
25,000
109
$340K 0.06%
+10,000
110
$330K 0.06%
2,900
111
$310K 0.06%
124,000
112
$297K 0.06%
4,750
-1,000
113
$282K 0.05%
45,000
-160,000
114
$276K 0.05%
130,000
+20,000
115
$235K 0.04%
18,233
116
$199K 0.04%
+15,000
117
$177K 0.03%
+100,000
118
$120K 0.02%
20,000
-182,850
119
$116K 0.02%
+50,000
120
$77K 0.01%
+1,000
121
$23K ﹤0.01%
2,043
+1,167
122
– –
-15,000
123
– –
-3,500
124
– –
-1,500
125
– –
-7,500
2 3 4
5
6