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
$588M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$5.45M
3
+$4.54M
4
CMBM icon
Cambium Networks
CMBM
+$4.13M
5
MKSI icon
MKS Inc
MKSI
+$3.51M

Top Sells

1
+$4.32M
2
+$2.99M
3
+$2.14M
4
EGHT icon
8x8 Inc
EGHT
+$2.13M
5
LAB icon
Standard BioTools
LAB
+$2.12M

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
2 3 4 5
6