NIM

Needham Investment Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 39.31%
This Quarter Est. Return
1 Year Est. Return
+39.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.22M
3
+$1.56M
4
VITL icon
Vital Farms
VITL
+$1.52M
5
POCI icon
Precision Optics
POCI
+$1.13M

Top Sells

1
+$24.5M
2
+$21.7M
3
+$7.17M
4
NVMI icon
Nova
NVMI
+$5.35M
5
VICR icon
Vicor
VICR
+$4.68M

Sector Composition

1 Technology 53.35%
2 Industrials 18.27%
3 Healthcare 6.46%
4 Materials 5.03%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.95M 0.18%
42,500
-3,000
102
$1.88M 0.18%
378,594
+41,200
103
$1.82M 0.17%
25,000
104
$1.74M 0.16%
100,000
105
$1.74M 0.16%
118,000
106
$1.69M 0.16%
277,500
+33,500
107
$1.63M 0.15%
150,000
-75,000
108
$1.56M 0.15%
+465,000
109
$1.52M 0.14%
80,000
110
$1.46M 0.14%
8,750
-250
111
$1.41M 0.13%
90,000
112
$1.39M 0.13%
11,000
113
$1.31M 0.12%
7,750
-750
114
$1.31M 0.12%
9,000
115
$1.3M 0.12%
84,000
+1,500
116
$1.26M 0.12%
50,000
-40,000
117
$1.18M 0.11%
27,500
-2,500
118
$1.18M 0.11%
35,250
119
$1.14M 0.11%
40,000
120
$1.11M 0.1%
77,000
+27,000
121
$1.1M 0.1%
805,000
122
$1.06M 0.1%
+47,500
123
$1.06M 0.1%
406,023
124
$1.02M 0.1%
165,000
125
$966K 0.09%
155,000
-287,500
3 4
5
6 7