NIM

Needham Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 25.29%
This Quarter Est. Return
1 Year Est. Return
+25.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$5.73M
2 +$5.56M
3 +$4.39M
4
MKSI icon
MKS Inc
MKSI
+$3.12M
5
ADTN icon
Adtran
ADTN
+$3.02M

Top Sells

1 +$4.25M
2 +$2.69M
3 +$2.35M
4
LH icon
Labcorp
LH
+$2M
5
SITM icon
SiTime
SITM
+$1.98M

Sector Composition

1 Technology 61.69%
2 Industrials 12.88%
3 Healthcare 9.76%
4 Communication Services 4.82%
5 Consumer Discretionary 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,250
127
-2,525,000
128
-150,000
129
-91,000