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
$452M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$1.29M
3 +$1.09M
4
CPWR
COMPUWARE CORP
CPWR
+$1.06M
5
XLNX
Xilinx Inc
XLNX
+$953K

Top Sells

1 +$4.95M
2 +$4.26M
3 +$2.61M
4
HON icon
Honeywell
HON
+$2.56M
5
ADEA icon
Adeia
ADEA
+$1.83M

Sector Composition

1 Technology 30.76%
2 Healthcare 22.1%
3 Industrials 15.55%
4 Communication Services 5.27%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-314,118
127
-38,000
128
-10,000