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
$732M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.6M
3
+$8.57M
4
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$7.76M
5
AYX
Alteryx Inc
AYX
+$6.64M

Top Sells

1
+$10.9M
2
+$9.01M
3
+$6.65M
4
KVHI icon
KVH Industries
KVHI
+$2.94M
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$2.91M

Sector Composition

1 Technology 56.49%
2 Healthcare 10.93%
3 Industrials 10.64%
4 Communication Services 8.09%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.7M 4.74%
310,500
-16,000
2
$24.9M 3.4%
1,935,000
+355,000
3
$23.4M 3.19%
1,314,000
+340,000
4
$22.4M 3.07%
1,103,000
+171,600
5
$20M 2.74%
108,000
+23,000
6
$19.6M 2.68%
434,500
-31,000
7
$19.5M 2.67%
229,850
8
$18.9M 2.59%
41,500
9
$18.5M 2.53%
203,500
-11,250
10
$17.2M 2.36%
1,359,998
-231,500
11
$16.7M 2.28%
309,000
-500
12
$16.6M 2.27%
4,250,000
-89,360
13
$15.8M 2.16%
2,208,400
+626,407
14
$14M 1.91%
290,600
-36,000
15
$13.4M 1.84%
713,078
+411,500
16
$13.1M 1.78%
629,578
17
$12.4M 1.7%
285,000
+145,000
18
$12M 1.64%
90,500
-500
19
$11.8M 1.61%
1,000,000
+725,000
20
$11.6M 1.59%
170,000
21
$11.3M 1.54%
675,000
22
$11M 1.51%
800,000
+785,000
23
$10.9M 1.48%
2,402,500
+1,152,500
24
$10.8M 1.48%
49,311
+2,445
25
$10.6M 1.45%
+127,500
1
2 3 4 5