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
$1.07B
AUM Growth
-$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.35M
3
+$1.85M
4
VITL icon
Vital Farms
VITL
+$1.8M
5
TER icon
Teradyne
TER
+$1.45M

Top Sells

1
+$24.5M
2
+$20.3M
3
+$7.17M
4
NVMI icon
Nova
NVMI
+$6.7M
5
VICR icon
Vicor
VICR
+$5.3M

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
151
– –
-20,000
152
– –
-2,250
153
– –
-5,000
154
– –
-70,000
155
– –
-225,000
156
– –
-190,000
157
– –
-1,175,000
3 4 5 6
7