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
$749M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10M
3
+$8.02M
4
MKSI icon
MKS Inc
MKSI
+$6.83M
5
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$6.49M

Top Sells

1
+$8.61M
2
+$6.34M
3
+$5.25M
4
VSAT icon
Viasat
VSAT
+$2.17M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.92M

Sector Composition

1 Technology 53.79%
2 Industrials 13.88%
3 Healthcare 13.12%
4 Communication Services 4.19%
5 Financials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-150,000
127
– –
-25,000
128
– –
-1,000
2 3 4 5
6