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
$580M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$4.28M
3
+$4.28M
4
CIEN icon
Ciena
CIEN
+$4.23M
5
UIS icon
Unisys
UIS
+$4.04M

Top Sells

1
+$8.91M
2
+$7.41M
3
+$6.44M
4
LITE icon
Lumentum
LITE
+$5.22M
5
YEXT icon
Yext
YEXT
+$4.81M

Sector Composition

1 Technology 60.47%
2 Industrials 11.8%
3 Healthcare 11.45%
4 Communication Services 6.57%
5 Consumer Discretionary 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.62M 0.28%
84,390
+8,042
77
$1.56M 0.27%
17,500
78
$1.53M 0.26%
+60,000
79
$1.51M 0.26%
2,100
80
$1.51M 0.26%
46,294
81
$1.47M 0.25%
9,000
82
$1.34M 0.23%
31,000
+16,000
83
$1.34M 0.23%
198,500
84
$1.33M 0.23%
25,000
85
$1.32M 0.23%
450,000
+50,000
86
$1.32M 0.23%
37,500
87
$1.24M 0.21%
55,000
88
$1.2M 0.21%
8,500
89
$1.2M 0.21%
+101,102
90
$1.12M 0.19%
86,500
91
$1.11M 0.19%
9,000
92
$1.08M 0.19%
10,000
+2,500
93
$1.06M 0.18%
525,000
+45,000
94
$1.06M 0.18%
20,500
95
$1.05M 0.18%
+91,000
96
$1.04M 0.18%
150,000
97
$971K 0.17%
4,750
98
$945K 0.16%
175,000
+25,000
99
$915K 0.16%
220,000
100
$780K 0.13%
+30,000
2 3
4
5 6