NIM

Needham Investment Management Portfolio holdings

AUM $1.58B
1-Year Est. Return 51.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.61%
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
+$2.02M
2
+$1.5M
3
+$1.23M
4
RTEC
Rudolph Technologies Inc
RTEC
+$1.01M
5
XLNX
Xilinx Inc
XLNX
+$983K

Top Sells

1
+$4.55M
2
+$4.26M
3
+$2.64M
4
HON icon
Honeywell
HON
+$2.6M
5
ADEA icon
Adeia
ADEA
+$1.83M

Sector Composition

1 Technology 30.76%
2 Healthcare 22.1%
3 Industrials 15.55%
4 Communication Services 5.32%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-10,000
127
– –
-10,000
128
– –
-78,857
2 3 4 5
6