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
$792M
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.39M
3
+$5.3M
4
ALTR
Altair Engineering Inc
ALTR
+$4.82M
5
FARO
Faro Technologies
FARO
+$4.17M

Top Sells

1
+$4.07M
2
+$2.44M
3
+$1.71M
4
FEIM icon
Frequency Electronics
FEIM
+$1.56M
5
SSSS icon
SuRo Capital
SSSS
+$1.1M

Sector Composition

1 Technology 60.92%
2 Industrials 16.46%
3 Healthcare 8.27%
4 Communication Services 3.91%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.46M 0.18%
40,000
+15,000
102
$1.46M 0.18%
9,000
103
$1.36M 0.17%
+10,000
104
$1.36M 0.17%
+45,000
105
$1.34M 0.17%
9,000
106
$1.32M 0.17%
55,000
107
$1.31M 0.17%
86,500
108
$1.22M 0.15%
40,000
109
$1.17M 0.15%
8,500
110
$1.17M 0.15%
10,750
+750
111
$1.16M 0.15%
220,000
112
$1.07M 0.13%
+5,000
113
$1.05M 0.13%
+20,000
114
$1.02M 0.13%
35,250
+15,250
115
$754K 0.1%
20,000
116
$698K 0.09%
5,000
117
$650K 0.08%
560,000
118
$626K 0.08%
145,000
-8,850
119
$549K 0.07%
180,000
-54,000
120
$505K 0.06%
12,570
121
$492K 0.06%
20,000
122
$467K 0.06%
27,500
+2,500
123
$383K 0.05%
46,723
-5,402
124
$383K 0.05%
25,424
125
$362K 0.05%
35,000
2 3 4
5
6