MAP

Moody Aldrich Partners Portfolio holdings

AUM $517M
1-Year Est. Return 38.15%
This Quarter Est. Return
1 Year Est. Return
+38.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$1.11M
3 +$1.01M
4
BRKL
Brookline Bancorp
BRKL
+$939K
5
CONE
CyrusOne Inc Common Stock
CONE
+$929K

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.69%
2 Technology 15.05%
3 Industrials 13.4%
4 Healthcare 12.36%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$660K 1.39%
+8,393
27
$615K 1.29%
+29,545
28
$607K 1.28%
+51,550
29
$591K 1.24%
+15,385
30
$585K 1.23%
+24,630
31
$585K 1.23%
+12,245
32
$562K 1.18%
+16,870
33
$555K 1.17%
+12,690
34
$551K 1.16%
+18,409
35
$549K 1.15%
+26,395
36
$548K 1.15%
+10,075
37
$546K 1.15%
+14,530
38
$546K 1.15%
+14,980
39
$546K 1.15%
+18,785
40
$539K 1.13%
+8,570
41
$539K 1.13%
+27,880
42
$535K 1.13%
+18,810
43
$529K 1.11%
+11,165
44
$508K 1.07%
+4,655
45
$502K 1.06%
+8,835
46
$496K 1.04%
+8,350
47
$496K 1.04%
+9,940
48
$495K 1.04%
+8,445
49
$480K 1.01%
+11,450
50
$473K 0.99%
+8,915