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
126
-17,500
127
-72,000
128
-1,100,000