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
$580M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$4.28M
3
+$4.28M
4
CIEN icon
Ciena
CIEN
+$4.23M
5
UIS icon
Unisys
UIS
+$4.04M

Top Sells

1
+$8.91M
2
+$7.41M
3
+$6.44M
4
LITE icon
Lumentum
LITE
+$5.22M
5
YEXT icon
Yext
YEXT
+$4.81M

Sector Composition

1 Technology 60.47%
2 Industrials 11.8%
3 Healthcare 11.45%
4 Communication Services 6.57%
5 Consumer Discretionary 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.68M 0.64%
257,500
52
$3.59M 0.62%
59,000
53
$3.57M 0.62%
+80,000
54
$3.23M 0.56%
4,750
55
$3.21M 0.55%
1,268,000
-152,000
56
$3.17M 0.55%
355,000
-62,500
57
$3.12M 0.54%
40,500
58
$2.93M 0.51%
117,500
59
$2.79M 0.48%
650,000
+107,500
60
$2.79M 0.48%
130,000
61
$2.74M 0.47%
146,100
62
$2.49M 0.43%
17,500
63
$2.39M 0.41%
660,888
+216,400
64
$2.38M 0.41%
19,000
-8,500
65
$2.37M 0.41%
22,000
+2,000
66
$2.37M 0.41%
30,000
67
$2.11M 0.36%
60,000
+35,000
68
$2.07M 0.36%
52,500
69
$2.04M 0.35%
1,600
+100
70
$1.97M 0.34%
10,000
71
$1.94M 0.34%
81,000
72
$1.87M 0.32%
26,000
73
$1.87M 0.32%
90,000
74
$1.83M 0.32%
200,000
+100,000
75
$1.72M 0.3%
680,000
-20,000
1 2
3
4 5