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
$580M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$4.28M
3
+$4.28M
4
CIEN icon
Ciena
CIEN
+$4.23M
5
UIS icon
Unisys
UIS
+$4.04M

Top Sells

1
+$8.91M
2
+$7.41M
3
+$6.44M
4
LITE icon
Lumentum
LITE
+$5.22M
5
YEXT icon
Yext
YEXT
+$4.81M

Sector Composition

1 Technology 60.47%
2 Industrials 11.8%
3 Healthcare 11.45%
4 Communication Services 6.57%
5 Consumer Discretionary 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$778K 0.13%
20,000
+10,000
102
$651K 0.11%
20,000
103
$627K 0.11%
234,000
+50,000
104
$524K 0.09%
+22,100
105
$519K 0.09%
5,000
106
$487K 0.08%
35,000
107
$411K 0.07%
12,570
108
$388K 0.07%
+15,750
109
$381K 0.07%
25,000
110
$353K 0.06%
6,000
-47,500
111
$351K 0.06%
130,000
112
$348K 0.06%
10,000
113
$315K 0.05%
+25,000
114
$279K 0.05%
17,500
115
$273K 0.05%
45,000
116
$239K 0.04%
150,000
+100,000
117
$212K 0.04%
+50,000
118
$205K 0.04%
+2,250
119
$90K 0.02%
3,750
120
$43.4K 0.01%
4,000
+2,000
121
$30K 0.01%
2,500
+457
122
– –
-100,000
123
– –
-24,500
124
– –
-15,000
125
– –
-1,100,000
2 3 4
5
6