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
$535M
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$5.59M
3
+$5.33M
4
LASR icon
nLIGHT
LASR
+$3.67M
5
ZUO
Zuora, Inc.
ZUO
+$3.33M

Top Sells

1
+$5.79M
2
+$5.43M
3
+$5.39M
4
VSH icon
Vishay Intertechnology
VSH
+$4.58M
5
CMRC
Commerce.com Inc Series 1
CMRC
+$4.54M

Sector Composition

1 Technology 59.42%
2 Healthcare 12.09%
3 Industrials 11.11%
4 Communication Services 5.94%
5 Consumer Discretionary 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-35,100
127
– –
-11,572
128
– –
-26,700
129
– –
-16,538
130
– –
-10,000
131
– –
-2,500
2 3 4 5
6