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
$797M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$9.81M
3
+$7.54M
4
LASR icon
nLIGHT
LASR
+$6.99M
5
CMBM icon
Cambium Networks
CMBM
+$6.04M

Top Sells

1
+$13.3M
2
+$11.5M
3
+$9.81M
4
PLAB icon
Photronics
PLAB
+$9.76M
5
TREE icon
LendingTree
TREE
+$8.95M

Sector Composition

1 Technology 59.73%
2 Industrials 12.88%
3 Healthcare 12.25%
4 Communication Services 3.98%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.2M 4.67%
268,500
-15,500
2
$34.6M 4.34%
694,000
-266,500
3
$30.4M 3.81%
955,390
-308,610
4
$28.9M 3.63%
197,500
5
$27.9M 3.5%
219,500
-4,350
6
$27.2M 3.41%
595,000
+7,500
7
$25.4M 3.18%
38,000
8
$23.9M 3%
137,000
-18,000
9
$18.2M 2.29%
798,500
+123,500
10
$17.8M 2.23%
260,000
+22,000
11
$16.8M 2.1%
1,090,000
-57,500
12
$16.4M 2.06%
3,725,000
-225,000
13
$16.4M 2.05%
1,060,400
+635,900
14
$15.3M 1.92%
304,000
15
$14.2M 1.79%
235,253
+229,253
16
$14.2M 1.79%
52,686
+2,095
17
$13.9M 1.74%
1,300,000
+215,000
18
$13.8M 1.73%
3,515,000
+225,000
19
$13.6M 1.71%
1,547,850
+597,850
20
$13.3M 1.67%
2,414,500
+496,300
21
$11.7M 1.46%
89,500
22
$10.9M 1.37%
383,500
-160,000
23
$10.6M 1.33%
562,700
-517,500
24
$10.2M 1.28%
425,000
+292,000
25
$10.2M 1.28%
2,157,850
+82,850
1
2 3 4 5