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
$535M
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.3M
3
+$4.78M
4
CMBM icon
Cambium Networks
CMBM
+$3.02M
5
LASR icon
nLIGHT
LASR
+$2.91M

Top Sells

1
+$5.81M
2
+$5.39M
3
+$4.53M
4
VSH icon
Vishay Intertechnology
VSH
+$4.29M
5
CMRC
Commerce.com Inc Series 1
CMRC
+$4.02M

Sector Composition

1 Technology 59.42%
2 Healthcare 12.09%
3 Industrials 11.11%
4 Communication Services 5.94%
5 Consumer Discretionary 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.1M 4.5%
261,500
-2,000
2
$19.2M 3.58%
495,000
-150,000
3
$18.7M 3.5%
34,500
-3,500
4
$18.4M 3.44%
856,511
-10,820
5
$17.3M 3.23%
315,500
+24,750
6
$17.2M 3.22%
194,296
-3,204
7
$15.9M 2.98%
1,830,500
+30,500
8
$15.7M 2.94%
153,000
+16,000
9
$14.2M 2.66%
70,728
+3,201
10
$14.2M 2.66%
1,758,366
+133,966
11
$11.8M 2.21%
2,934,000
-766,000
12
$11.6M 2.16%
295,000
-9,000
13
$11.3M 2.1%
2,100,000
+1,000,000
14
$11M 2.06%
216,000
-89,000
15
$10.8M 2.03%
618,000
16
$10.4M 1.95%
2,156,419
-16,081
17
$9.43M 1.76%
643,300
+206,100
18
$9.26M 1.73%
1,190,000
+5,572
19
$9.14M 1.71%
1,560,000
-40,000
20
$8.49M 1.59%
210,000
21
$8.35M 1.56%
1,115,000
+637,500
22
$8.01M 1.5%
88,500
-1,000
23
$7.41M 1.39%
725,000
+284,500
24
$6.76M 1.26%
684,500
+23,000
25
$6.75M 1.26%
2,549,080
+34,580
1
2 3 4 5