NIM

Needham Investment Management Portfolio holdings

AUM $1.58B
1-Year Est. Return 51.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.61%
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
+$7.25M
2
+$3.73M
3
+$3.5M
4
RPD icon
Rapid7
RPD
+$3.04M
5
BSY icon
Bentley Systems
BSY
+$2.71M

Top Sells

1
+$7.11M
2
+$5.45M
3
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.4M
5
CGNX icon
Cognex
CGNX
+$1.96M

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
151
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-35,000
152
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-479,250
153
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-15,000
154
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-10,000
155
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-50,000
156
– –
-825,000
157
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-6,000
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