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
$553M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$5.22M
3
+$3.26M
4
GTLS icon
Chart Industries
GTLS
+$3.17M
5
ST icon
Sensata Technologies
ST
+$3.03M

Top Sells

1
+$7.56M
2
+$6.07M
3
+$2.92M
4
CMBM icon
Cambium Networks
CMBM
+$2.85M
5
PDFS icon
PDF Solutions
PDFS
+$2.6M

Sector Composition

1 Technology 59.25%
2 Industrials 13.38%
3 Healthcare 11.57%
4 Communication Services 6.07%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.4M 4.05%
2,725,000
-145,000
2
$20.3M 3.68%
1,207,100
-92,549
3
$19.9M 3.61%
698,990
-91,010
4
$19M 3.44%
1,857,850
+27,350
5
$18.7M 3.39%
34,000
6
$18.4M 3.33%
342,500
+28,000
7
$18.1M 3.27%
1,532,834
+549,734
8
$17.2M 3.1%
261,500
9
$15.5M 2.81%
190,000
10
$14.4M 2.6%
71,077
+349
11
$14.3M 2.58%
1,406,650
+281,650
12
$12.8M 2.31%
574,500
+109,500
13
$12.6M 2.28%
670,000
+85,732
14
$12.3M 2.22%
1,893,550
-262,869
15
$12M 2.18%
554,850
-131,450
16
$11.8M 2.14%
139,500
+24,000
17
$10.6M 1.92%
2,364,080
-165,000
18
$9.79M 1.77%
280,000
-10,000
19
$9.25M 1.67%
200,000
-10,000
20
$9.25M 1.67%
263,500
+70,500
21
$8.91M 1.61%
1,100,000
+300,026
22
$7.54M 1.36%
20,000
23
$7.41M 1.34%
1,100,000
-900,000
24
$7.23M 1.31%
1,420,000
-5,000
25
$7.19M 1.3%
1,100,612
-371,500
1
2 3 4 5