NIM
Needham Investment Management Portfolio holdings
AUM
$1.25B
1-Year Est. Return
25.29%
1 Year Est. Return
+25.29%
AUM
$1.07B
AUM Growth
-$229M
(-18%)
Holding
157
Top Buys
| 1 | +$2.78M | |
| 2 | +$2.22M | |
| 3 | +$1.56M | |
| 4 |
Vital Farms
VITL
|
+$1.52M |
| 5 |
Precision Optics
POCI
|
+$1.13M |
Top Sells
| 1 | +$24.5M | |
| 2 | +$21.7M | |
| 3 | +$7.17M | |
| 4 |
Nova
NVMI
|
+$5.35M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Clearfield
CLFD
$496M
| – | – |
-20,000
|
|
||
152
Datadog
DDOG
$54.6B
| – | – |
-2,250
|
|
||
153
Samsara
IOT
$22.5B
| – | – |
-5,000
|
|
||
154
Douglas Dynamics
PLOW
$741M
| – | – |
-70,000
|
|
||
|
ALTR
155
DELISTED
Altair Engineering Inc
ALTR
| – | – |
-225,000
|
|
||
|
AE
156
DELISTED
Adams Resources & Energy Inc
AE
| – | – |
-190,000
|
|
||
|
LUNA
157
DELISTED
Luna Innovations Incorporated
LUNA
| – | – |
-1,175,000
|
|