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
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$6.91M
3 +$6.71M
4
MDU icon
MDU Resources
MDU
+$5.82M
5
MTRX icon
Matrix Service
MTRX
+$4.55M

Top Sells

1 +$5.39M
2 +$3.04M
3 +$2.92M
4
CIEN icon
Ciena
CIEN
+$2.89M
5
HA
Hawaiian Holdings, Inc.
HA
+$2.49M

Sector Composition

1 Technology 55.94%
2 Industrials 19.29%
3 Healthcare 6.34%
4 Materials 4.37%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-500,000
152
-180,000