MAP

Moody Aldrich Partners Portfolio holdings

AUM $478M
AUM
$478M
AUM Growth
-$62.2M
Cap. Flow
+$31.7M
Cap. Flow %
6.63%
Top 10 Hldgs %
20.12%
Holding
222
New
26
Increased
35
Reduced
96
Closed
54

Top Buys

1
$5.66M
2
$4.65M
3
$4.34M
4
$4.08M
5
$3.34M

Top Sells

1
$4.19M
2
$2.51M
3
$2.3M
4
$2.21M
5
$2.14M

Sector Composition

1Financials24.86%
2Healthcare19.06%
3Industrials13.92%
4Technology13.34%
5Consumer Discretionary6.5%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$5.59M1.17%58,670
+6,944
+13%
+$662K
$5.59M1.17%138,137
+45,240
+49%
+$1.83M
$5.51M1.15%254,966
+111,902
+78%
+$2.42M
$5.16M1.08%35,778
-1,177
-3%
-$170K
$5.09M1.06%201,350
-99,363
-33%
-$2.51M
$4.97M1.04%28,376
-836
-3%
-$146K
$4.93M1.03%109,793
-1,654
-1%
-$74.2K
$4.92M1.03%187,465
+28,110
+18%
+$738K
$4.89M1.02%36,862
-1,177
-3%
-$156K
$4.89M1.02%116,791
+693
+0.6%
+$29K
$4.72M0.99%136,990
-4,420
-3%
-$152K
$4.7M0.98%28,307
-434
-2%
-$72K
$4.69M0.98%139,905
-4,461
-3%
-$150K
$4.56M0.95%108,281
+79,286
+273%
+$3.34M
$4.54M0.95%40,867
+11,642
+40%
+$1.29M
$4.45M0.93%64,883
-979
-1%
-$67.2K
$4.44M0.93%42,428
-625
-1%
-$65.5K
$4.43M0.93%182,571
-33,086
-15%
-$802K
$4.38M0.92%119,281
-1,803
-1%
-$66.2K
$4.35M0.91%123,298
-1,837
-1%
-$64.9K
$4.34M0.91%19,257 New
+$4.34M
$4.16M0.87%36,565
-538
-1%
-$61.3K
$4.14M0.87%65,490
-2,294
-3%
-$145K
$4.14M0.87%38,516
-10,895
-22%
-$1.17M
$4.1M0.86%140,751
+35,340
+34%
+$1.03M
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