NIM
Needham Investment Management Portfolio holdings
AUM $1.07B
AUM
$1.07B
AUM Growth
-$229M (-18%)
Cap. Flow
-$20M
Cap. Flow % of AUM
-1.87%
Top 10 Holdings %Top 10 Hldgs %
27.78%
Holding
157
New
7
Increased
31
Reduced
55
Closed
7
Top Buys
| 1 | $12.9M | |
| 2 | $2.78M | |
| 3 | $2.22M | |
| 4 | $1.56M | |
| 5 | $1.52M |
Top Sells
| 1 | $21.7M | |
| 2 | $5.35M | |
| 3 | $4.68M | |
| 4 | $2.23M | |
| 5 | $1.79M |
Sector Composition
| 1 | Technology | 53.72% |
| 2 | Industrials | 18.85% |
| 3 | Healthcare | 6.46% |
| 4 | Materials | 5.03% |
| 5 | Consumer Discretionary | 4.65% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -20,000 | Closed | – | |||
| $0 | 0% | 0 -2,250 | Closed | – | |||
| $0 | 0% | 0 -5,000 | Closed | – | |||
| $0 | 0% | 0 -70,000 | Closed | – | |||
| $0 | 0% | 0 -225,000 | Closed | – | |||
| $0 | 0% | 0 -190,000 | Closed | – | |||
| $0 | 0% | 0 -1,175,000 | Closed | – |
