NIM

Needham Investment Management Portfolio holdings

AUM $1.58B
1-Year Est. Return 51.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$3.31M
3
+$3.01M
4
ZUO
Zuora, Inc.
ZUO
+$2.72M
5
TREE icon
LendingTree
TREE
+$1.75M

Top Sells

1
+$5.56M
2
+$2.17M
3
+$1.61M
4
UCTT
Ultra Clean Holdings
UCTT
+$1.49M
5
MTSI icon
MACOM Technology Solutions
MTSI
+$1.07M

Sector Composition

1 Technology 49.91%
2 Healthcare 14.87%
3 Industrials 13.01%
4 Communication Services 8.69%
5 Consumer Discretionary 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-917
102
– –
-28
103
– –
-50,000
104
– –
-17,777
1 2 3 4
5