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
$553M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$5.22M
3
+$3.26M
4
GTLS icon
Chart Industries
GTLS
+$3.17M
5
ST icon
Sensata Technologies
ST
+$3.03M

Top Sells

1
+$7.56M
2
+$6.07M
3
+$2.92M
4
CMBM icon
Cambium Networks
CMBM
+$2.85M
5
PDFS icon
PDF Solutions
PDFS
+$2.6M

Sector Composition

1 Technology 59.25%
2 Industrials 13.38%
3 Healthcare 11.57%
4 Communication Services 6.07%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$658K 0.12%
24,500
102
$655K 0.12%
7,500
103
$556K 0.1%
15,000
104
$461K 0.08%
35,000
105
$441K 0.08%
5,000
106
$418K 0.08%
25,000
107
$394K 0.07%
10,000
108
$371K 0.07%
10,000
109
$360K 0.07%
+12,570
110
$279K 0.05%
17,500
111
$208K 0.04%
130,000
112
$182K 0.03%
3,750
-3,295
113
$158K 0.03%
45,000
114
$146K 0.03%
72,000
-160,000
115
$77.5K 0.01%
50,000
116
$52.8K 0.01%
2,000
+1,000
117
$17.5K ﹤0.01%
2,043
118
– –
-20,000
119
– –
-20,000
120
– –
-2,900
121
– –
-10,000
122
– –
-10,200
123
– –
-4,750
124
– –
-1,190,000
125
– –
-80,000
1 2 3 4
5