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
$1.08B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$9.14M
3
+$8.45M
4
UIS icon
Unisys
UIS
+$7.54M
5
LASR icon
nLIGHT
LASR
+$7.14M

Top Sells

1
+$53M
2
+$13.9M
3
+$1.96M
4
AXTI icon
AXT Inc
AXTI
+$1.88M
5
MKSI icon
MKS Inc
MKSI
+$1.63M

Sector Composition

1 Technology 60.57%
2 Industrials 16.96%
3 Healthcare 6.73%
4 Materials 4.45%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$488K 0.05%
27,500
127
$408K 0.04%
35,000
128
$395K 0.04%
25,424
129
$369K 0.03%
12,300
130
$334K 0.03%
12,000
131
$319K 0.03%
46,723
132
– –
-2,500
133
– –
-47,500
134
– –
-57,500
135
– –
-75,000
136
– –
-100,000
137
– –
-294,850
2 3 4 5
6