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
$607M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.93M
3
+$2.54M
4
AYX
Alteryx Inc
AYX
+$2.47M
5
SITM icon
SiTime
SITM
+$2.01M

Top Sells

1
+$8.01M
2
+$7.85M
3
+$6.32M
4
YEXT icon
Yext
YEXT
+$5.77M
5
ZUO
Zuora, Inc.
ZUO
+$5.62M

Sector Composition

1 Technology 63.08%
2 Industrials 11.76%
3 Healthcare 10.04%
4 Communication Services 5.73%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$565K 0.09%
475,000
+25,000
102
$561K 0.09%
+60,000
103
$527K 0.09%
32,500
+16,750
104
$526K 0.09%
50,000
+25,000
105
$515K 0.08%
143,000
-7,000
106
$491K 0.08%
45,000
107
$443K 0.07%
65,000
+15,000
108
$411K 0.07%
12,570
109
$403K 0.07%
35,000
110
$368K 0.06%
25,000
111
$360K 0.06%
100,000
-550,000
112
$343K 0.06%
130,000
113
$336K 0.06%
20,000
+2,500
114
$318K 0.05%
12,300
-9,800
115
$270K 0.04%
10,000
116
$254K 0.04%
150,000
117
$244K 0.04%
2,250
118
$214K 0.04%
+2,900
119
$63K 0.01%
2,500
-1,250
120
$32.5K 0.01%
4,000
121
– –
-80,000
122
– –
-19,000
123
– –
-60,000
124
– –
-30,000
125
– –
-60,000
2 3 4
5
6