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
$792M
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.39M
3
+$5.3M
4
ALTR
Altair Engineering Inc
ALTR
+$4.82M
5
FARO
Faro Technologies
FARO
+$4.17M

Top Sells

1
+$4.07M
2
+$2.44M
3
+$1.71M
4
FEIM icon
Frequency Electronics
FEIM
+$1.56M
5
SSSS icon
SuRo Capital
SSSS
+$1.1M

Sector Composition

1 Technology 60.92%
2 Industrials 16.46%
3 Healthcare 8.27%
4 Communication Services 3.91%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$340K 0.04%
12,300
127
$323K 0.04%
+8,000
128
$154K 0.02%
75,000
-68,000
129
$78.1K 0.01%
100,000
-30,000
130
$61.3K 0.01%
2,500
131
– –
-4,750
132
– –
-400,000
133
– –
-50,000
134
– –
-500,000
135
– –
-47,500
2 3 4 5
6