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
$732M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.6M
3
+$8.57M
4
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$7.76M
5
AYX
Alteryx Inc
AYX
+$6.64M

Top Sells

1
+$10.9M
2
+$9.01M
3
+$6.65M
4
KVHI icon
KVH Industries
KVHI
+$2.94M
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$2.91M

Sector Composition

1 Technology 56.49%
2 Healthcare 10.93%
3 Industrials 10.64%
4 Communication Services 8.09%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.73M 0.78%
87,990
52
$5.09M 0.7%
447,444
-18,654
53
$5.07M 0.69%
64,000
-1,500
54
$5.03M 0.69%
+125,000
55
$4.89M 0.67%
48,000
56
$4.74M 0.65%
532,044
+65,500
57
$4.62M 0.63%
19,475
58
$4.47M 0.61%
176,153
+107,500
59
$3.97M 0.54%
85,000
-192,916
60
$3.88M 0.53%
59,500
61
$3.74M 0.51%
72,000
62
$3.48M 0.47%
85,950
63
$3.44M 0.47%
76,163
+30,000
64
$3M 0.41%
112,600
65
$2.79M 0.38%
13,250
66
$2.65M 0.36%
54,000
-1,000
67
$2.63M 0.36%
+28,750
68
$2.46M 0.34%
24,500
69
$2.3M 0.31%
19,000
+5,500
70
$2.06M 0.28%
57,667
71
$2.02M 0.28%
+200,000
72
$1.95M 0.27%
16,500
73
$1.86M 0.25%
108,000
74
$1.79M 0.24%
105,113
-3,052
75
$1.73M 0.24%
17,500
1 2
3
4 5