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
$607M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.93M
3
+$2.54M
4
AYX
Alteryx Inc
AYX
+$2.47M
5
SITM icon
SiTime
SITM
+$2.01M

Top Sells

1
+$8.01M
2
+$7.85M
3
+$6.32M
4
YEXT icon
Yext
YEXT
+$5.77M
5
ZUO
Zuora, Inc.
ZUO
+$5.62M

Sector Composition

1 Technology 63.08%
2 Industrials 11.76%
3 Healthcare 10.04%
4 Communication Services 5.73%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.74M 0.62%
40,500
52
$3.64M 0.6%
103,500
+3,500
53
$3.47M 0.57%
146,100
54
$3.44M 0.57%
4,750
55
$3.26M 0.54%
122,500
+5,000
56
$2.75M 0.45%
60,500
+54,500
57
$2.65M 0.44%
26,000
+4,000
58
$2.22M 0.37%
30,000
59
$2.21M 0.36%
1,600
60
$2.2M 0.36%
52,500
61
$2.15M 0.35%
200,000
62
$2.11M 0.35%
660,888
63
$2.04M 0.34%
135,000
+5,000
64
$1.97M 0.32%
26,000
65
$1.95M 0.32%
10,000
66
$1.85M 0.3%
+382,500
67
$1.79M 0.3%
30,000
-1,000
68
$1.71M 0.28%
700,000
+20,000
69
$1.65M 0.27%
2,100
70
$1.62M 0.27%
55,000
71
$1.61M 0.26%
25,000
72
$1.61M 0.26%
150,000
+48,898
73
$1.56M 0.26%
46,294
74
$1.49M 0.25%
86,500
75
$1.49M 0.25%
17,500
1 2
3
4 5