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
$732M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.6M
3
+$8.57M
4
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$7.76M
5
AYX
Alteryx Inc
AYX
+$6.64M

Top Sells

1
+$10.9M
2
+$9.01M
3
+$6.65M
4
KVHI icon
KVH Industries
KVHI
+$2.94M
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$2.91M

Sector Composition

1 Technology 56.49%
2 Healthcare 10.93%
3 Industrials 10.64%
4 Communication Services 8.09%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$738K 0.1%
5,750
102
$638K 0.09%
13,000
-500
103
$636K 0.09%
2,500
104
$618K 0.08%
4,650
-1,000
105
$609K 0.08%
2,550
106
$553K 0.08%
24,500
-61,500
107
$539K 0.07%
37,500
+10,000
108
$516K 0.07%
5,000
109
$481K 0.07%
20,000
+2,000
110
$462K 0.06%
5,500
111
$410K 0.06%
10,000
112
$384K 0.05%
25,950
-169,350
113
$377K 0.05%
2,900
-100
114
$363K 0.05%
25,000
-59,000
115
$319K 0.04%
10,750
+250
116
$254K 0.03%
25,000
117
$226K 0.03%
+5,000
118
$139K 0.02%
+10,000
119
– –
-1,580
120
– –
-55,000
121
– –
-141,924
122
– –
-26,129
123
– –
-126,250
124
– –
-5,000
1 2 3 4
5