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
$691M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$5.62M
3
+$5.03M
4
COHU icon
Cohu
COHU
+$4.44M
5
ZUO
Zuora, Inc.
ZUO
+$3.75M

Top Sells

1
+$14.3M
2
+$12.2M
3
+$9.92M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$5.51M
5
AZTA icon
Azenta
AZTA
+$5.16M

Sector Composition

1 Technology 57.88%
2 Industrials 13.49%
3 Healthcare 12.28%
4 Communication Services 5.34%
5 Consumer Discretionary 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.13M 1.18%
210,000
+47,500
27
$7.64M 1.11%
440,500
+15,500
28
$7.44M 1.08%
450,000
29
$7.44M 1.08%
231,397
-18,623
30
$7.32M 1.06%
20,000
31
$7.17M 1.04%
366,050
-50,000
32
$6.98M 1.01%
40,000
33
$6.95M 1.01%
334,800
34
$6.89M 1%
80,000
35
$6.35M 0.92%
130,100
36
$6.34M 0.92%
920,000
+220,000
37
$6.29M 0.91%
500,000
-100,000
38
$6.17M 0.89%
950,000
-220,000
39
$6.11M 0.88%
63,500
40
$6.03M 0.87%
355,550
-207,150
41
$5.95M 0.86%
100,000
42
$5.9M 0.85%
677,850
+31,500
43
$5.73M 0.83%
48,000
44
$5.66M 0.82%
51,041
45
$5.57M 0.81%
477,500
-232,500
46
$5.39M 0.78%
35,100
47
$5.16M 0.75%
26,500
48
$5.05M 0.73%
19,475
49
$4.98M 0.72%
87,990
50
$4.96M 0.72%
223,585
+335
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