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
$607M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.93M
3
+$2.54M
4
AYX
Alteryx Inc
AYX
+$2.47M
5
SITM icon
SiTime
SITM
+$2.01M

Top Sells

1
+$8.01M
2
+$7.85M
3
+$6.32M
4
YEXT icon
Yext
YEXT
+$5.77M
5
ZUO
Zuora, Inc.
ZUO
+$5.62M

Sector Composition

1 Technology 63.08%
2 Industrials 11.76%
3 Healthcare 10.04%
4 Communication Services 5.73%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.49M 0.25%
150,000
-205,000
77
$1.49M 0.25%
+10,000
78
$1.42M 0.23%
9,000
79
$1.4M 0.23%
81,000
80
$1.38M 0.23%
20,500
81
$1.35M 0.22%
30,000
-45,000
82
$1.34M 0.22%
38,250
+750
83
$1.3M 0.21%
9,000
84
$1.27M 0.21%
30,000
-50,500
85
$1.24M 0.2%
198,500
86
$1.19M 0.2%
8,500
87
$1.11M 0.18%
10,000
88
$1.09M 0.18%
532,500
+7,500
89
$1.05M 0.17%
178,300
+3,300
90
$921K 0.15%
4,750
91
$915K 0.15%
357,500
-910,500
92
$889K 0.15%
2,525,000
-19,780
93
$876K 0.14%
220,000
94
$845K 0.14%
62,265
-22,125
95
$744K 0.12%
20,000
96
$724K 0.12%
20,000
97
$692K 0.11%
+20,000
98
$685K 0.11%
91,000
99
$599K 0.1%
5,000
100
$583K 0.1%
234,000
2 3
4
5 6