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
$607M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.93M
3
+$2.54M
4
AYX
Alteryx Inc
AYX
+$2.47M
5
SITM icon
SiTime
SITM
+$2.01M

Top Sells

1
+$8.01M
2
+$7.85M
3
+$6.32M
4
YEXT icon
Yext
YEXT
+$5.77M
5
ZUO
Zuora, Inc.
ZUO
+$5.62M

Sector Composition

1 Technology 63.08%
2 Industrials 11.76%
3 Healthcare 10.04%
4 Communication Services 5.73%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.96M 1.15%
63,500
27
$6.45M 1.06%
588,000
-512,000
28
$6.4M 1.05%
33,000
-1,250
29
$6.38M 1.05%
257,500
30
$6.09M 1%
147,500
-1,500
31
$5.39M 0.89%
145,000
+9,500
32
$4.93M 0.81%
64,000
-1,000
33
$4.82M 0.79%
18,250
-250
34
$4.75M 0.78%
22,500
35
$4.74M 0.78%
70,000
36
$4.67M 0.77%
22,500
37
$4.5M 0.74%
51,041
38
$4.41M 0.73%
1,387,500
-337,500
39
$4.4M 0.73%
57,000
-2,000
40
$4.32M 0.71%
652,850
41
$4.27M 0.7%
47,500
42
$4.23M 0.7%
1,000,000
-600,000
43
$4.2M 0.69%
142,500
+52,500
44
$4.14M 0.68%
305,930
+6,898
45
$4.07M 0.67%
34,500
+17,000
46
$3.98M 0.66%
306,000
47
$3.93M 0.65%
2,034,435
-835,565
48
$3.93M 0.65%
+60,000
49
$3.82M 0.63%
1,018,100
+3,800
50
$3.77M 0.62%
221,281
+4,950
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