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
$580M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$4.28M
3
+$4.28M
4
CIEN icon
Ciena
CIEN
+$4.23M
5
UIS icon
Unisys
UIS
+$4.04M

Top Sells

1
+$8.91M
2
+$7.41M
3
+$6.44M
4
LITE icon
Lumentum
LITE
+$5.22M
5
YEXT icon
Yext
YEXT
+$4.81M

Sector Composition

1 Technology 60.47%
2 Industrials 11.8%
3 Healthcare 11.45%
4 Communication Services 6.57%
5 Consumer Discretionary 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.43M 1.28%
1,014,300
-879,250
27
$6.67M 1.15%
1,600,000
28
$6.42M 1.11%
63,500
29
$5.77M 0.99%
600,000
-500,612
30
$5.72M 0.99%
89,000
-10,000
31
$5.66M 0.98%
135,500
-12,000
32
$5.65M 0.97%
34,250
-2,050
33
$5.61M 0.97%
1,445,000
+1,040,000
34
$5.6M 0.97%
2,870,000
-927,157
35
$5.39M 0.93%
65,000
36
$5.31M 0.92%
1,725,000
+632,500
37
$5.04M 0.87%
149,000
-48,600
38
$4.78M 0.82%
22,500
-2,500
39
$4.58M 0.79%
18,500
40
$4.5M 0.78%
652,850
-25,000
41
$4.3M 0.74%
22,500
42
$4.28M 0.74%
306,000
43
$4.23M 0.73%
+80,500
44
$4.17M 0.72%
299,032
45
$4.11M 0.71%
51,041
46
$3.84M 0.66%
100,000
+9,500
47
$3.82M 0.66%
216,331
48
$3.79M 0.65%
70,000
49
$3.75M 0.65%
75,000
50
$3.72M 0.64%
47,500
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