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
$691M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$5.62M
3
+$5.03M
4
COHU icon
Cohu
COHU
+$4.44M
5
ZUO
Zuora, Inc.
ZUO
+$3.75M

Top Sells

1
+$14.3M
2
+$12.2M
3
+$9.92M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$5.51M
5
AZTA icon
Azenta
AZTA
+$5.16M

Sector Composition

1 Technology 57.88%
2 Industrials 13.49%
3 Healthcare 12.28%
4 Communication Services 5.34%
5 Consumer Discretionary 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.79M 0.69%
25,000
52
$4.48M 0.65%
302,500
+62,500
53
$4.44M 0.64%
+150,000
54
$4.44M 0.64%
21,250
-47,500
55
$4.41M 0.64%
290,000
-800,000
56
$4.34M 0.63%
17,500
57
$4.12M 0.6%
59,500
58
$3.97M 0.58%
460,514
59
$3.75M 0.54%
+250,000
60
$3.74M 0.54%
306,000
-141,300
61
$3.23M 0.47%
28,900
+18,900
62
$3.14M 0.46%
224,500
+182,000
63
$3.12M 0.45%
150,000
+13,600
64
$3.09M 0.45%
18,695
+1,195
65
$2.62M 0.38%
57,266
66
$2.59M 0.38%
146,100
67
$2.51M 0.36%
72,000
68
$2.5M 0.36%
35,000
-200,253
69
$2.35M 0.34%
52,500
70
$2.24M 0.32%
380,000
+135,000
71
$2.2M 0.32%
202,850
+152,500
72
$1.97M 0.29%
+100,000
73
$1.82M 0.26%
205,000
74
$1.73M 0.25%
80,000
+55,000
75
$1.72M 0.25%
16,500
1 2
3
4 5