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
$792M
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.39M
3
+$5.3M
4
ALTR
Altair Engineering Inc
ALTR
+$4.82M
5
FARO
Faro Technologies
FARO
+$4.17M

Top Sells

1
+$4.07M
2
+$2.44M
3
+$1.71M
4
FEIM icon
Frequency Electronics
FEIM
+$1.56M
5
SSSS icon
SuRo Capital
SSSS
+$1.1M

Sector Composition

1 Technology 60.92%
2 Industrials 16.46%
3 Healthcare 8.27%
4 Communication Services 3.91%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56M 7.07%
1,970,000
-60,000
2
$46.8M 5.91%
2,967,400
+439,100
3
$28M 3.53%
233,500
+1,000
4
$27.7M 3.5%
862,500
+165,000
5
$25.7M 3.24%
186,750
+4,250
6
$24.5M 3.09%
544,900
+86,050
7
$24.1M 3.04%
577,500
+70,000
8
$19.7M 2.49%
628,950
-6,550
9
$19.2M 2.43%
187,000
+30,000
10
$17M 2.14%
1,257,740
+210,000
11
$15.5M 1.96%
29,250
12
$15.2M 1.92%
2,700,000
+500,000
13
$13.9M 1.76%
294,850
+82,350
14
$13.4M 1.69%
58,863
-1,900
15
$13.2M 1.67%
211,000
+5,500
16
$13.2M 1.67%
425,000
+120,000
17
$12.9M 1.62%
377,500
+158,200
18
$12.7M 1.6%
803,500
-1,500
19
$11.8M 1.49%
270,000
20
$11.2M 1.42%
233,500
+8,500
21
$10.4M 1.31%
1,415,000
-332,500
22
$10.2M 1.28%
58,306
+6,700
23
$9.88M 1.25%
17,000
24
$9.72M 1.23%
1,847,850
-10,000
25
$9.44M 1.19%
123,000
+29,000
1
2 3 4 5