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
1
$54.5M 8.97%
2,185,000
-315,000
2
$29.7M 4.89%
657,500
+23,000
3
$25.7M 4.23%
231,500
-29,500
4
$24.6M 4.05%
455,500
+47,000
5
$22.3M 3.67%
190,000
6
$17.9M 2.95%
2,268,300
+160,750
7
$17.2M 2.84%
503,900
+14,606
8
$17M 2.8%
659,400
-310,600
9
$17M 2.8%
1,857,850
10
$15.6M 2.57%
1,011,540
-410,110
11
$15.3M 2.51%
29,250
-750
12
$14.7M 2.42%
70,728
-349
13
$14.5M 2.39%
1,380,000
+440,000
14
$13.1M 2.16%
121,000
-500
15
$11.2M 1.85%
270,000
-7,500
16
$10.5M 1.73%
754,500
+107,000
17
$9.84M 1.62%
646,400
+65,000
18
$9.81M 1.62%
192,500
-31,000
19
$9.63M 1.59%
200,000
-12,000
20
$8.4M 1.38%
51,106
-1,400
21
$8.25M 1.36%
17,000
-3,000
22
$8.22M 1.35%
320,000
-61,869
23
$7.74M 1.28%
1,945,000
+500,000
24
$7.45M 1.23%
89,000
25
$7.43M 1.22%
2,160,450
1
2 3 4 5