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
$510M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$3.78M
3
+$2.75M
4
UPLD icon
Upland Software
UPLD
+$2.36M
5
EGHT icon
8x8 Inc
EGHT
+$2.07M

Top Sells

1
+$3.78M
2
+$3.47M
3
+$3.27M
4
MKSI icon
MKS Inc
MKSI
+$3.1M
5
TLS icon
Telos
TLS
+$2.96M

Sector Composition

1 Technology 59.46%
2 Healthcare 11.46%
3 Industrials 11.08%
4 Communication Services 6%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$542K 0.11%
225,000
102
$524K 0.1%
285,000
+161,000
103
$518K 0.1%
125,000
104
$491K 0.1%
+35,000
105
$478K 0.09%
5,000
106
$428K 0.08%
7,045
+270
107
$425K 0.08%
25,000
108
$380K 0.07%
+10,000
109
$333K 0.07%
4,750
110
$323K 0.06%
10,000
-10,000
111
$252K 0.05%
2,900
112
$210K 0.04%
17,500
+2,500
113
$209K 0.04%
45,000
114
$208K 0.04%
130,000
115
$86K 0.02%
50,000
116
$77K 0.02%
10,000
-10,000
117
$40K 0.01%
1,000
118
$16K ﹤0.01%
2,043
119
– –
-125,000
120
– –
-10,000
121
– –
-18,233
122
– –
-392,500
123
– –
-240,000
124
– –
-25,000
1 2 3 4
5