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
$510M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$3.78M
3
+$2.75M
4
UPLD icon
Upland Software
UPLD
+$2.36M
5
EGHT icon
8x8 Inc
EGHT
+$2.07M

Top Sells

1
+$3.78M
2
+$3.47M
3
+$3.27M
4
MKSI icon
MKS Inc
MKSI
+$3.1M
5
TLS icon
Telos
TLS
+$2.96M

Sector Composition

1 Technology 59.46%
2 Healthcare 11.46%
3 Industrials 11.08%
4 Communication Services 6%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.26%
150,000
77
$1.32M 0.26%
17,500
78
$1.32M 0.26%
183,500
79
$1.31M 0.26%
100,000
80
$1.29M 0.25%
9,000
81
$1.2M 0.23%
2,100
82
$1.17M 0.23%
9,500
83
$1.09M 0.21%
90,000
84
$1.09M 0.21%
37,500
+5,000
85
$1.04M 0.2%
20,500
86
$1.02M 0.2%
4,750
87
$978K 0.19%
55,000
-70,000
88
$915K 0.18%
25,000
89
$891K 0.17%
220,000
90
$880K 0.17%
431,417
+331,417
91
$857K 0.17%
65,000
-108,600
92
$840K 0.16%
19,000
+3,500
93
$809K 0.16%
+20,000
94
$789K 0.15%
24,500
95
$737K 0.14%
9,000
96
$700K 0.14%
10,200
-6,300
97
$666K 0.13%
45,000
-84,762
98
$644K 0.13%
15,000
+2,500
99
$617K 0.12%
20,000
100
$564K 0.11%
7,500
1 2 3
4
5