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
$732M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.6M
3
+$8.57M
4
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$7.76M
5
AYX
Alteryx Inc
AYX
+$6.64M

Top Sells

1
+$10.9M
2
+$9.01M
3
+$6.65M
4
KVHI icon
KVH Industries
KVHI
+$2.94M
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$2.91M

Sector Composition

1 Technology 56.49%
2 Healthcare 10.93%
3 Industrials 10.64%
4 Communication Services 8.09%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.6M 1.45%
183,500
+112,138
27
$10.4M 1.43%
338,800
+97,300
28
$9.67M 1.32%
725,000
+117,500
29
$9.59M 1.31%
45,000
+22,500
30
$9.48M 1.29%
130,000
+30,000
31
$9.36M 1.28%
475,000
32
$9.03M 1.23%
774,750
-935,700
33
$8.79M 1.2%
162,000
+35,250
34
$8.67M 1.18%
26,250
35
$8.33M 1.14%
575,000
+125,000
36
$8.21M 1.12%
336,392
37
$8.01M 1.09%
332,500
+47,500
38
$7.79M 1.06%
120,500
-7,500
39
$7.73M 1.06%
63,300
40
$7.62M 1.04%
637,500
+307,500
41
$7.53M 1.03%
122,500
+72,500
42
$7.33M 1%
1,685,200
+685,200
43
$6.96M 0.95%
48,750
-7,500
44
$6.64M 0.91%
+80,000
45
$6.37M 0.87%
25,000
46
$6.28M 0.86%
115,000
-35,000
47
$6.27M 0.86%
165,350
-175,438
48
$6.13M 0.84%
51,906
49
$5.78M 0.79%
+600,000
50
$5.75M 0.79%
26,500
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