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
$303M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.74M
3
+$1.59M
4
ZUO
Zuora, Inc.
ZUO
+$1.56M
5
VICR icon
Vicor
VICR
+$1.49M

Top Sells

1
+$12.2M
2
+$3.03M
3
+$2.27M
4
AQ
Aquantia Corp. Common Stock
AQ
+$2.07M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.91M

Sector Composition

1 Technology 45.59%
2 Healthcare 16.42%
3 Industrials 15.32%
4 Communication Services 9.15%
5 Consumer Discretionary 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.41%
190,000
-50,500
52
$1.16M 0.38%
35,000
53
$1.13M 0.37%
27,000
54
$1.01M 0.33%
14,000
55
$1.01M 0.33%
2,000
56
$991K 0.33%
60,000
57
$968K 0.32%
200,000
+60,000
58
$832K 0.27%
+95,000
59
$768K 0.25%
120,000
-15,000
60
$760K 0.25%
6,000
61
$752K 0.25%
+667
62
$630K 0.21%
22,500
63
$613K 0.2%
17,000
+4,500
64
$607K 0.2%
15,500
+2,000
65
$596K 0.2%
15,000
66
$553K 0.18%
+15,000
67
$534K 0.18%
5,250
+750
68
$498K 0.16%
+4,000
69
$470K 0.16%
25,000
70
$460K 0.15%
8,500
71
$444K 0.15%
+30,000
72
$404K 0.13%
9,000
73
$327K 0.11%
29,972
74
$309K 0.1%
3,000
+1,500
75
$305K 0.1%
7,500
1 2
3
4