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
$684M
AUM Growth
-$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$5.22M
2 +$4.9M
3 +$3.73M
4
ACVA icon
ACV Auctions
ACVA
+$3.46M
5
COHR icon
Coherent
COHR
+$3.12M

Top Sells

1 +$12.5M
2 +$11.8M
3 +$10.5M
4
CMRC
Commerce.com Inc Series 1
CMRC
+$9.41M
5
WWE
World Wrestling Entertainment
WWE
+$9.05M

Sector Composition

1 Technology 55.34%
2 Healthcare 13.21%
3 Industrials 12.77%
4 Communication Services 5.08%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-122,500
127
-10,000
128
-30,000
129
-125,000
130
-30,000
131
-1,000,000