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
$1.22B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$7.64M
3
+$6.95M
4
AKAM icon
Akamai
AKAM
+$6.22M
5
CTRI icon
Centuri Holdings
CTRI
+$5.8M

Top Sells

1
+$16.8M
2
+$6.53M
3
+$5.34M
4
FORM icon
FormFactor
FORM
+$3.57M
5
PSTG icon
Pure Storage
PSTG
+$3.21M

Sector Composition

1 Technology 59.57%
2 Industrials 17.11%
3 Healthcare 5.92%
4 Materials 4.13%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.46M 0.2%
105,263
102
$2.37M 0.19%
87,500
103
$2.36M 0.19%
87,500
+27,500
104
$2.33M 0.19%
12,500
-1,000
105
$2.28M 0.19%
10,000
106
$2.21M 0.18%
+27,500
107
$2.16M 0.18%
366,717
+66,717
108
$2.14M 0.18%
767,250
-39,500
109
$2.12M 0.17%
9,000
110
$1.93M 0.16%
46,294
111
$1.87M 0.15%
270,000
+20,000
112
$1.8M 0.15%
10,000
+5,000
113
$1.74M 0.14%
984,435
-140,000
114
$1.61M 0.13%
41,500
+1,500
115
$1.58M 0.13%
86,500
116
$1.53M 0.13%
381,588
117
$1.47M 0.12%
+40,000
118
$1.44M 0.12%
270,000
-45,000
119
$1.44M 0.12%
51,000
+6,000
120
$1.42M 0.12%
750,000
+75,000
121
$1.41M 0.12%
9,000
122
$1.28M 0.11%
+400,000
123
$1.16M 0.1%
8,500
124
$1.16M 0.1%
+35,000
125
$1.09M 0.09%
51,500
+24,000
2 3 4
5
6