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
$510M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$3.78M
3
+$2.75M
4
UPLD icon
Upland Software
UPLD
+$2.36M
5
EGHT icon
8x8 Inc
EGHT
+$2.07M

Top Sells

1
+$3.78M
2
+$3.47M
3
+$3.27M
4
MKSI icon
MKS Inc
MKSI
+$3.1M
5
TLS icon
Telos
TLS
+$2.96M

Sector Composition

1 Technology 59.46%
2 Healthcare 11.46%
3 Industrials 11.08%
4 Communication Services 6%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.17M 0.62%
70,000
-17,990
52
$3.03M 0.59%
25,000
53
$2.71M 0.53%
122,500
+82,500
54
$2.5M 0.49%
257,500
+5,000
55
$2.16M 0.42%
37,500
+14,500
56
$2.08M 0.41%
5,000
+375
57
$2.04M 0.4%
33,320
+14,625
58
$2.04M 0.4%
23,000
59
$1.97M 0.39%
25,000
+7,500
60
$1.93M 0.38%
255,000
+75,000
61
$1.89M 0.37%
57,266
62
$1.81M 0.36%
80,000
63
$1.78M 0.35%
460,514
64
$1.75M 0.34%
72,000
65
$1.7M 0.33%
110,000
66
$1.67M 0.33%
134,000
67
$1.67M 0.33%
15,000
-25,000
68
$1.63M 0.32%
52,500
69
$1.63M 0.32%
1,500
+750
70
$1.59M 0.31%
30,000
71
$1.55M 0.3%
20,000
-42,200
72
$1.49M 0.29%
232,000
+20,165
73
$1.46M 0.29%
49,000
+24,000
74
$1.4M 0.27%
25,000
-26,500
75
$1.39M 0.27%
10,000
1 2
3
4 5