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
$468M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$6.32M
3
+$5.94M
4
INSG icon
Inseego
INSG
+$4.64M
5
EGIO
Edgio, Inc. Common Stock
EGIO
+$4.64M

Top Sells

1
+$13.5M
2
+$5.95M
3
+$4.61M
4
VICR icon
Vicor
VICR
+$4.58M
5
TREE icon
LendingTree
TREE
+$3.67M

Sector Composition

1 Technology 59.96%
2 Healthcare 12.98%
3 Industrials 10.03%
4 Communication Services 8.17%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.5M 4.59%
364,000
-21,500
2
$20.3M 4.34%
1,039,000
-235,615
3
$20.1M 4.29%
7,067,500
+1,007,500
4
$17.3M 3.71%
241,100
-63,650
5
$17M 3.64%
47,000
-8,000
6
$15M 3.21%
513,000
-76,000
7
$13.9M 2.98%
1,559,998
+245,000
8
$12.2M 2.62%
314,000
-1,000
9
$11M 2.35%
228,000
-14,500
10
$10.8M 2.32%
141,000
-3,000
11
$10.7M 2.28%
877,500
+487,500
12
$10.4M 2.23%
271,600
+85,000
13
$9.68M 2.07%
85,500
-14,500
14
$9.66M 2.06%
450,000
-25,000
15
$9M 1.92%
100,500
-2,500
16
$8.8M 1.88%
490,000
-5,000
17
$8.74M 1.87%
185,000
-285,600
18
$8.46M 1.81%
28,750
+15,750
19
$7.97M 1.7%
1,211,400
+81,400
20
$7.76M 1.66%
485,000
+395,000
21
$7.74M 1.65%
1,051,100
+230,000
22
$7.72M 1.65%
694,000
+205,500
23
$7.5M 1.6%
351,392
24
$7.07M 1.51%
1,485,000
+410,000
25
$7.03M 1.5%
1,287,500
+607,500
1
2 3 4 5