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
$1.22B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$7.64M
3
+$6.95M
4
AKAM icon
Akamai
AKAM
+$6.22M
5
CTRI icon
Centuri Holdings
CTRI
+$5.8M

Top Sells

1
+$16.8M
2
+$6.53M
3
+$5.34M
4
FORM icon
FormFactor
FORM
+$3.57M
5
PSTG icon
Pure Storage
PSTG
+$3.21M

Sector Composition

1 Technology 59.57%
2 Industrials 17.11%
3 Healthcare 5.92%
4 Materials 4.13%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.01M 0.08%
35,250
127
$911K 0.07%
5,000
128
$825K 0.07%
+20,000
129
$825K 0.07%
20,000
130
$703K 0.06%
7,000
131
$642K 0.05%
10,000
-50,000
132
$504K 0.04%
+52,223
133
$478K 0.04%
12,570
134
$458K 0.04%
20,000
135
$416K 0.03%
25,424
136
$410K 0.03%
180,000
137
$386K 0.03%
100,000
-45,000
138
$358K 0.03%
+50,000
139
$333K 0.03%
8,000
140
$312K 0.03%
35,000
141
$258K 0.02%
+50,000
142
– –
-5,000
143
– –
-12,300
144
– –
-46,723
2 3 4 5
6