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
$1.3B
AUM Growth
-$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$3.3M
3
+$3.12M
4
RPD icon
Rapid7
RPD
+$3.02M
5
VSH icon
Vishay Intertechnology
VSH
+$2.61M

Top Sells

1
+$7.11M
2
+$5.6M
3
+$4.56M
4
AAPL icon
Apple
AAPL
+$2.55M
5
CGNX icon
Cognex
CGNX
+$1.79M

Sector Composition

1 Technology 56.61%
2 Industrials 17.59%
3 Healthcare 5.95%
4 Materials 4.84%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.2M 3.8%
1,817,500
+57,950
2
$43M 3.31%
1,410,000
+102,500
3
$42.2M 3.26%
874,000
-32,439
4
$33.8M 2.6%
5,335,000
+85,000
5
$33.4M 2.58%
169,750
6
$32.4M 2.5%
285,000
-3,000
7
$28.4M 2.19%
2,389,700
+117,500
8
$28M 2.16%
2,745,000
+10,000
9
$27.8M 2.15%
2,652,115
+314,375
10
$27.5M 2.12%
625,500
+5,500
11
$26.1M 2.01%
1,028,375
-875
12
$25.6M 1.97%
277,000
+2,000
13
$24.5M 1.89%
225,000
-6,500
14
$24.5M 1.89%
560,000
+25,000
15
$24M 1.85%
1,414,100
+154,100
16
$23.8M 1.83%
240,000
17
$23.5M 1.81%
2,495,000
+12,500
18
$22M 1.69%
1,981,900
+171,900
19
$20.2M 1.56%
2,335,000
+7,500
20
$19.6M 1.51%
731,000
+53,500
21
$18.8M 1.45%
655,000
+5,000
22
$18.7M 1.44%
195,000
+15,000
23
$18.1M 1.4%
770,000
+7,500
24
$17.1M 1.32%
455,000
+7,500
25
$17M 1.31%
1,420,000
1
2 3 4 5