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
$121M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.84M
3
+$1.73M
4
AMWD icon
American Woodmark
AMWD
+$1.72M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$1.69M

Top Sells

1
+$813K
2
+$502K
3
+$495K
4
WCG
Wellcare Health Plans, Inc.
WCG
+$494K
5
GIII icon
G-III Apparel Group
GIII
+$398K

Sector Composition

1 Technology 16.81%
2 Industrials 16.42%
3 Financials 14.33%
4 Consumer Discretionary 11.96%
5 Healthcare 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 1.3%
22,433
+14,040
27
$1.56M 1.29%
22,990
+14,420
28
$1.54M 1.28%
38,675
+24,145
29
$1.54M 1.27%
26,860
+16,785
30
$1.52M 1.26%
38,845
+22,280
31
$1.48M 1.23%
24,840
+15,540
32
$1.43M 1.18%
32,070
+24,930
33
$1.41M 1.16%
30,960
+21,125
34
$1.38M 1.14%
70,480
+44,085
35
$1.37M 1.13%
57,470
+32,840
36
$1.37M 1.13%
28,110
+17,870
37
$1.33M 1.1%
74,435
+46,555
38
$1.32M 1.09%
34,190
+19,210
39
$1.31M 1.09%
34,760
+19,375
40
$1.31M 1.08%
19,750
+13,625
41
$1.3M 1.08%
17,005
+11,415
42
$1.27M 1.05%
11,005
+6,350
43
$1.27M 1.05%
+33,347
44
$1.26M 1.04%
11,215
+7,005
45
$1.26M 1.04%
12,250
+5,400
46
$1.26M 1.04%
24,285
+4,155
47
$1.25M 1.04%
39,170
+22,300
48
$1.25M 1.04%
23,740
+11,495
49
$1.24M 1.02%
18,045
+11,300
50
$1.23M 1.02%
29,590
+16,900
1
2
3 4