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
$353M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$5.08M
3
+$3.34M
4
AKTS
Akoustis Technologies Inc
AKTS
+$3.22M
5
TREE icon
LendingTree
TREE
+$2.7M

Top Sells

1
+$1.16M
2
+$1.14M
3
+$1.09M
4
FORM icon
FormFactor
FORM
+$904K
5
AAPL icon
Apple
AAPL
+$890K

Sector Composition

1 Technology 54.25%
2 Healthcare 15.15%
3 Industrials 10.1%
4 Communication Services 8.22%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.3M 4.88%
385,500
-26,000
2
$15.6M 4.41%
55,000
3
$14.9M 4.23%
1,274,615
+112,800
4
$13.6M 3.84%
304,750
+14,750
5
$13.4M 3.8%
470,600
+40,000
6
$12.9M 3.65%
+6,060,000
7
$12.4M 3.51%
1,314,998
+185,500
8
$11.8M 3.35%
589,000
-45,000
9
$10.8M 3.06%
315,000
10
$10.8M 3.05%
144,000
-1,000
11
$8.15M 2.31%
100,000
+5,000
12
$7.92M 2.24%
242,500
-33,500
13
$7.42M 2.1%
495,000
-7,359
14
$6.94M 1.96%
1,130,000
+225,350
15
$6.7M 1.9%
186,600
+45,000
16
$6.26M 1.77%
351,392
-14,698
17
$5.95M 1.68%
1,443,400
+648,400
18
$5.54M 1.57%
103,000
19
$5.54M 1.57%
475,000
+435,000
20
$5.09M 1.44%
46,866
-1,513
21
$5.01M 1.42%
488,500
+202,500
22
$4.88M 1.38%
76,800
-14,000
23
$4.86M 1.38%
53,906
24
$4.72M 1.33%
98,000
+1,000
25
$4.6M 1.3%
821,100
+318,612
1
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