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
$303M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.74M
3
+$1.59M
4
ZUO
Zuora, Inc.
ZUO
+$1.56M
5
VICR icon
Vicor
VICR
+$1.49M

Top Sells

1
+$12.2M
2
+$3.03M
3
+$2.27M
4
AQ
Aquantia Corp. Common Stock
AQ
+$2.07M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.91M

Sector Composition

1 Technology 45.59%
2 Healthcare 16.42%
3 Industrials 15.32%
4 Communication Services 9.15%
5 Consumer Discretionary 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.61M 1.52%
57,500
27
$4.49M 1.48%
90,800
28
$4.43M 1.46%
87,990
29
$4.05M 1.34%
264,381
+102,000
30
$3.53M 1.17%
49,250
+42,250
31
$3.47M 1.14%
70,000
32
$3.12M 1.03%
333,100
+50,800
33
$3.1M 1.02%
26,250
34
$3.05M 1.01%
60,000
35
$2.92M 0.96%
223,300
-933,550
36
$2.62M 0.86%
112,000
37
$2.57M 0.85%
478,607
38
$2.14M 0.71%
28,000
39
$2.12M 0.7%
152,000
+25,000
40
$2.04M 0.67%
13,250
41
$2.04M 0.67%
120,000
-7,000
42
$1.97M 0.65%
107,500
-4,932
43
$1.92M 0.63%
168,500
-24,000
44
$1.82M 0.6%
120,000
+105,000
45
$1.73M 0.57%
170,000
+80,000
46
$1.7M 0.56%
110,000
+10,000
47
$1.5M 0.5%
66,000
48
$1.43M 0.47%
110,000
-158,850
49
$1.43M 0.47%
16,000
+1,000
50
$1.35M 0.45%
41,000
+7,500
1
2
3 4