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
$1.3B
AUM Growth
-$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$3.3M
3
+$3.12M
4
RPD icon
Rapid7
RPD
+$3.02M
5
VSH icon
Vishay Intertechnology
VSH
+$2.61M

Top Sells

1
+$7.11M
2
+$5.6M
3
+$4.56M
4
AAPL icon
Apple
AAPL
+$2.55M
5
CGNX icon
Cognex
CGNX
+$1.79M

Sector Composition

1 Technology 56.61%
2 Industrials 17.59%
3 Healthcare 5.95%
4 Materials 4.84%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.26M 0.1%
30,000
-5,000
127
$1.21M 0.09%
40,000
+10,000
128
$1.19M 0.09%
35,250
129
$1.16M 0.09%
+65,000
130
$1.05M 0.08%
165,000
-30,000
131
$996K 0.08%
+50,000
132
$947K 0.07%
75,000
+25,000
133
$947K 0.07%
5,000
134
$810K 0.06%
7,000
135
$800K 0.06%
20,000
136
$704K 0.05%
37,763
-13,800
137
$684K 0.05%
2,000
138
$681K 0.05%
12,570
139
$674K 0.05%
11,500
+5,250
140
$620K 0.05%
+20,000
141
$619K 0.05%
52,223
142
$460K 0.04%
8,000
143
$440K 0.03%
200,000
+100,000
144
$413K 0.03%
25,424
145
$394K 0.03%
+10,000
146
$391K 0.03%
50,000
147
$322K 0.02%
2,250
+250
148
$321K 0.02%
+15,000
149
$282K 0.02%
10,000
-10,000
150
$218K 0.02%
+5,000
3 4 5
6
7