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
$1.08B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.99M
2
+$8.67M
3
+$8.25M
4
VITL icon
Vital Farms
VITL
+$8.14M
5
LASR icon
nLIGHT
LASR
+$7.08M

Top Sells

1
+$73M
2
+$13.9M
3
+$2.54M
4
UCTT icon
Ultra Clean Holdings
UCTT
+$1.96M
5
MKSI icon
MKS Inc
MKSI
+$1.86M

Sector Composition

1 Technology 60.57%
2 Industrials 16.96%
3 Healthcare 6.73%
4 Materials 4.45%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.98M 0.18%
10,000
102
$1.94M 0.18%
46,294
103
$1.9M 0.18%
315,000
+15,000
104
$1.86M 0.17%
9,000
105
$1.77M 0.16%
60,000
+20,000
106
$1.74M 0.16%
381,588
107
$1.67M 0.15%
300,000
108
$1.66M 0.15%
+50,000
109
$1.62M 0.15%
86,500
110
$1.42M 0.13%
9,000
111
$1.4M 0.13%
675,000
+115,000
112
$1.32M 0.12%
40,000
113
$1.25M 0.12%
55,000
114
$1.21M 0.11%
45,000
115
$1.13M 0.11%
8,500
116
$1.11M 0.1%
5,000
117
$1.03M 0.1%
35,250
118
$839K 0.08%
20,000
119
$778K 0.07%
180,000
120
$755K 0.07%
5,000
121
$683K 0.06%
+7,000
122
$557K 0.05%
145,000
123
$529K 0.05%
12,570
124
$510K 0.05%
5,000
-12,082
125
$491K 0.05%
20,000
2 3 4
5
6