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
$691M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$5.62M
3
+$5.03M
4
COHU icon
Cohu
COHU
+$4.44M
5
ZUO
Zuora, Inc.
ZUO
+$3.75M

Top Sells

1
+$14.3M
2
+$12.2M
3
+$9.92M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$5.51M
5
AZTA icon
Azenta
AZTA
+$5.16M

Sector Composition

1 Technology 57.88%
2 Industrials 13.49%
3 Healthcare 12.28%
4 Communication Services 5.34%
5 Consumer Discretionary 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.69M 0.24%
20,000
+6,500
77
$1.65M 0.24%
+10,000
78
$1.54M 0.22%
95,000
+40,000
79
$1.51M 0.22%
23,500
+7,000
80
$1.51M 0.22%
24,500
81
$1.48M 0.21%
2,000
82
$1.47M 0.21%
9,000
83
$1.42M 0.21%
17,500
+4,500
84
$1.34M 0.19%
25,000
85
$1.3M 0.19%
9,500
+3,750
86
$1.29M 0.19%
90,000
+8,000
87
$1.23M 0.18%
70,000
-110,000
88
$1.22M 0.18%
160,000
+45,000
89
$1.2M 0.17%
32,500
90
$1.19M 0.17%
4,750
+1,000
91
$1.19M 0.17%
9,000
92
$1.12M 0.16%
145,000
+114,023
93
$1M 0.15%
+1,500
94
$992K 0.14%
+25,000
95
$955K 0.14%
124,000
+54,000
96
$953K 0.14%
20,500
97
$916K 0.13%
20,000
98
$901K 0.13%
54,350
99
$896K 0.13%
+12,500
100
$880K 0.13%
110,000
+45,000
2 3
4
5 6