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
$303M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.74M
3
+$1.59M
4
ZUO
Zuora, Inc.
ZUO
+$1.56M
5
VICR icon
Vicor
VICR
+$1.49M

Top Sells

1
+$12.2M
2
+$3.03M
3
+$2.27M
4
AQ
Aquantia Corp. Common Stock
AQ
+$2.07M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.91M

Sector Composition

1 Technology 45.59%
2 Healthcare 16.42%
3 Industrials 15.32%
4 Communication Services 9.15%
5 Consumer Discretionary 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$293K 0.1%
+20,000
77
$286K 0.09%
14,893
78
$258K 0.09%
3,000
79
$232K 0.08%
+5,000
80
$209K 0.07%
50,000
-140,000
81
$206K 0.07%
60,544
+701
82
$162K 0.05%
+10,000
83
$139K 0.05%
48
-32
84
– –
-6,000
85
– –
-5,000
86
– –
-16,000
1 2 3
4