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
$1.3B
AUM Growth
-$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$3.3M
3
+$3.12M
4
RPD icon
Rapid7
RPD
+$3.02M
5
VSH icon
Vishay Intertechnology
VSH
+$2.61M

Top Sells

1
+$7.11M
2
+$5.6M
3
+$4.56M
4
AAPL icon
Apple
AAPL
+$2.55M
5
CGNX icon
Cognex
CGNX
+$1.79M

Sector Composition

1 Technology 56.61%
2 Industrials 17.59%
3 Healthcare 5.95%
4 Materials 4.84%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.64M 0.2%
406,023
+56,023
102
$2.54M 0.2%
1,175,000
+175,000
103
$2.53M 0.2%
52,500
104
$2.48M 0.19%
32,500
105
$2.16M 0.17%
45,500
106
$2.12M 0.16%
10,000
107
$2.06M 0.16%
427,500
+27,500
108
$1.98M 0.15%
337,394
-44,194
109
$1.97M 0.15%
90,000
+17,500
110
$1.92M 0.15%
+100,000
111
$1.9M 0.15%
12,500
+7,500
112
$1.9M 0.15%
244,000
+26,500
113
$1.81M 0.14%
25,000
114
$1.76M 0.14%
82,500
+2,000
115
$1.76M 0.14%
+80,000
116
$1.74M 0.13%
13,130
+3,030
117
$1.71M 0.13%
11,000
-4,000
118
$1.67M 0.13%
90,000
-75,886
119
$1.65M 0.13%
70,000
+55,000
120
$1.46M 0.11%
9,000
121
$1.35M 0.1%
+42,000
122
$1.33M 0.1%
805,000
123
$1.3M 0.1%
9,000
124
$1.29M 0.1%
734,435
-50,000
125
$1.28M 0.1%
8,500
3 4
5
6 7