NIM

Needham Investment Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 39.31%
This Quarter Est. Return
1 Year Est. Return
+39.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.22M
3
+$1.56M
4
VITL icon
Vital Farms
VITL
+$1.52M
5
POCI icon
Precision Optics
POCI
+$1.13M

Top Sells

1
+$24.5M
2
+$21.7M
3
+$7.17M
4
NVMI icon
Nova
NVMI
+$5.35M
5
VICR icon
Vicor
VICR
+$4.68M

Sector Composition

1 Technology 53.35%
2 Industrials 18.27%
3 Healthcare 6.46%
4 Materials 5.03%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$950K 0.09%
42,000
127
$945K 0.09%
100,000
+25,000
128
$927K 0.09%
7,000
129
$907K 0.09%
20,000
130
$896K 0.08%
200,000
131
$885K 0.08%
+20,000
132
$884K 0.08%
76,250
+11,250
133
$837K 0.08%
593,500
-824,600
134
$825K 0.08%
5,500
-7,000
135
$821K 0.08%
14,000
+2,500
136
$619K 0.06%
4,000
-1,000
137
$608K 0.06%
12,570
138
$577K 0.05%
534,435
-200,000
139
$529K 0.05%
1,500
-500
140
$484K 0.05%
52,223
141
$478K 0.04%
+85,000
142
$440K 0.04%
50,000
143
$417K 0.04%
12,000
144
$356K 0.03%
25,424
145
$350K 0.03%
10,000
146
$331K 0.03%
+25,000
147
$331K 0.03%
10,000
148
$285K 0.03%
37,763
149
$266K 0.02%
15,000
150
$253K 0.02%
+5,000
3 4 5
6
7