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
$1.22B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$7.64M
3
+$6.95M
4
AKAM icon
Akamai
AKAM
+$6.22M
5
CTRI icon
Centuri Holdings
CTRI
+$5.8M

Top Sells

1
+$16.8M
2
+$6.53M
3
+$5.34M
4
FORM icon
FormFactor
FORM
+$3.57M
5
PSTG icon
Pure Storage
PSTG
+$3.21M

Sector Composition

1 Technology 59.57%
2 Industrials 17.11%
3 Healthcare 5.92%
4 Materials 4.13%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$102M 8.39%
1,247,000
2
$54.8M 4.51%
2,299,729
-702,471
3
$48.4M 3.98%
1,330,000
+210,000
4
$41.2M 3.38%
175,500
-8,050
5
$34.6M 2.84%
571,000
-59,000
6
$31.6M 2.6%
233,500
7
$29.3M 2.41%
885,000
+105,000
8
$28.5M 2.34%
611,000
+48,500
9
$23.9M 1.96%
2,182,740
+380,000
10
$22.6M 1.86%
261,500
+15,000
11
$20.2M 1.66%
247,500
+28,650
12
$20.2M 1.66%
905,000
+850,000
13
$20.1M 1.65%
4,865,000
+925,000
14
$19.5M 1.6%
417,500
+67,500
15
$19.5M 1.6%
640,000
+95,000
16
$19M 1.56%
194,000
+47,250
17
$17.9M 1.47%
2,385,000
+650,000
18
$17.6M 1.45%
714,300
+69,800
19
$16.6M 1.37%
1,980,000
+595,000
20
$16.5M 1.35%
535,000
+135,000
21
$16.2M 1.33%
29,250
22
$16.1M 1.32%
123,000
-50,000
23
$15.5M 1.27%
483,000
+93,000
24
$13.7M 1.13%
857,950
+360,750
25
$13.7M 1.13%
60,606
+250
1
2 3 4 5