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
$596M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$7.7M
3
+$7.1M
4
TREE icon
LendingTree
TREE
+$6.68M
5
CSOD
Cornerstone OnDemand, Inc.
CSOD
+$5.79M

Top Sells

1
+$15M
2
+$8.42M
3
+$7.7M
4
EGHT icon
8x8 Inc
EGHT
+$7.24M
5
INSG icon
Inseego
INSG
+$6.08M

Sector Composition

1 Technology 58.36%
2 Healthcare 11.86%
3 Industrials 10.51%
4 Communication Services 8.24%
5 Financials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$418K 0.07%
5,500
102
$360K 0.06%
3,000
103
$350K 0.06%
10,000
104
$338K 0.06%
4,000
105
$324K 0.05%
+18,000
106
$260K 0.04%
+27,500
107
$219K 0.04%
5,000
-2,500
108
$217K 0.04%
+15,000
109
$198K 0.03%
25,000
110
– –
-10,000
111
– –
-251,383
112
– –
-160,000
113
– –
-40,000
114
– –
-362,232
115
– –
-55,600
116
– –
-30,000
117
– –
-1,250,000
118
– –
-19,000
119
– –
-71,500
120
– –
-8,404
121
– –
-50,000
122
– –
-110,871
1 2 3 4
5