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
$510M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$3.78M
3
+$2.75M
4
UPLD icon
Upland Software
UPLD
+$2.36M
5
EGHT icon
8x8 Inc
EGHT
+$2.07M

Top Sells

1
+$3.78M
2
+$3.47M
3
+$3.27M
4
MKSI icon
MKS Inc
MKSI
+$3.1M
5
TLS icon
Telos
TLS
+$2.96M

Sector Composition

1 Technology 59.46%
2 Healthcare 11.46%
3 Industrials 11.08%
4 Communication Services 6%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.6M 1.29%
223,000
-1,100
27
$6.57M 1.29%
1,472,112
+272,112
28
$6.15M 1.2%
450,000
29
$6.05M 1.19%
20,000
30
$6M 1.18%
799,974
-315,026
31
$5.94M 1.16%
54,006
32
$5.9M 1.16%
800,000
+250,000
33
$5.89M 1.15%
725,000
+290,000
34
$5.88M 1.15%
89,000
+500
35
$5.79M 1.13%
334,800
36
$5.53M 1.08%
40,000
37
$5.17M 1.01%
63,500
38
$4.57M 0.89%
74,000
39
$4.42M 0.87%
26,500
40
$4.25M 0.83%
3,862,157
-11,746
41
$4.14M 0.81%
1,200,000
+600,000
42
$4.12M 0.81%
18,500
43
$4.12M 0.81%
51,041
44
$3.91M 0.77%
146,100
45
$3.9M 0.76%
677,850
46
$3.86M 0.76%
1,300,000
+416,566
47
$3.86M 0.76%
127,600
48
$3.82M 0.75%
47,500
49
$3.52M 0.69%
59,000
50
$3.5M 0.69%
306,000
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