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
$607M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$4.36M
2 +$4.33M
3 +$2.39M
4
VICR icon
Vicor
VICR
+$2.32M
5
INFN
Infinera Corporation Common Stock
INFN
+$2.1M

Top Sells

1 +$5.77M
2 +$5.76M
3 +$5.28M
4
LASR icon
nLIGHT
LASR
+$5.01M
5
ZUO
Zuora, Inc.
ZUO
+$4.85M

Sector Composition

1 Technology 63.08%
2 Industrials 11.76%
3 Healthcare 10.04%
4 Communication Services 5.73%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-600,000
127
-2,500