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
$580M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$5.71M
3
+$5.03M
4
ADTN icon
Adtran
ADTN
+$4.69M
5
CIEN icon
Ciena
CIEN
+$4.02M

Top Sells

1
+$8.91M
2
+$7.41M
3
+$6.18M
4
LITE icon
Lumentum
LITE
+$5.22M
5
PLAB icon
Photronics
PLAB
+$4.17M

Sector Composition

1 Technology 60.47%
2 Industrials 11.8%
3 Healthcare 11.45%
4 Communication Services 6.57%
5 Consumer Discretionary 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-17,500
127
– –
-72,000
128
– –
-1,100,000
2 3 4 5
6