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
$691M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$6.8M
2 +$5.62M
3 +$5.03M
4
COHU icon
Cohu
COHU
+$4.44M
5
ZUO
Zuora, Inc.
ZUO
+$3.75M

Top Sells

1 +$14.3M
2 +$12.2M
3 +$9.92M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$5.51M
5
AZTA icon
Azenta
AZTA
+$5.16M

Sector Composition

1 Technology 57.88%
2 Industrials 13.49%
3 Healthcare 12.28%
4 Communication Services 5.34%
5 Consumer Discretionary 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-50,000
127
-120,000
128
-100,000
129
-13,250
130
-81,800
131
-175