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
$732M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.6M
3
+$8.57M
4
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$7.76M
5
AYX
Alteryx Inc
AYX
+$6.64M

Top Sells

1
+$10.9M
2
+$9.01M
3
+$6.65M
4
KVHI icon
KVH Industries
KVHI
+$2.94M
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$2.91M

Sector Composition

1 Technology 56.49%
2 Healthcare 10.93%
3 Industrials 10.64%
4 Communication Services 8.09%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.23%
137,500
77
$1.58M 0.22%
67,250
-90,250
78
$1.53M 0.21%
368
+68
79
$1.49M 0.2%
25,000
80
$1.44M 0.2%
230,000
+150,000
81
$1.41M 0.19%
32,500
82
$1.4M 0.19%
+28,500
83
$1.36M 0.19%
2,000
84
$1.36M 0.19%
+30,000
85
$1.22M 0.17%
20,000
86
$1.22M 0.17%
107,850
87
$1.2M 0.16%
9,000
88
$1.14M 0.16%
250,000
89
$1.02M 0.14%
+107,500
90
$1M 0.14%
20,500
-1,500
91
$987K 0.13%
+30,000
92
$944K 0.13%
+7,500
93
$943K 0.13%
9,000
+5,000
94
$899K 0.12%
+74,309
95
$896K 0.12%
12,000
96
$866K 0.12%
10,000
97
$805K 0.11%
82,500
98
$774K 0.11%
+65,000
99
$771K 0.11%
12,000
100
$750K 0.1%
7,500
-7,006
1 2 3
4
5