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
$797M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.5M
3
+$9.43M
4
LASR icon
nLIGHT
LASR
+$7.7M
5
CMBM icon
Cambium Networks
CMBM
+$6.82M

Top Sells

1
+$14M
2
+$11.5M
3
+$8.95M
4
PDFS icon
PDF Solutions
PDFS
+$8.58M
5
PLAB icon
Photronics
PLAB
+$7.58M

Sector Composition

1 Technology 59.73%
2 Industrials 12.88%
3 Healthcare 12.25%
4 Communication Services 3.98%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,500
127
– –
-64,000
128
– –
-50,000
129
– –
-112,600
130
– –
-144,000
131
– –
-13,672
132
– –
-15,102
133
– –
-200,000
2 3 4 5
6