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
$155M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.67M
3
+$2.47M
4
IDTI
Integrated Device Technology I
IDTI
+$2.17M
5
KMT icon
Kennametal
KMT
+$1.83M

Top Sells

1
+$1.74M
2
+$1.58M
3
+$1.51M
4
GMED icon
Globus Medical
GMED
+$1.43M
5
YDKN
Yadkin Financial Corporation
YDKN
+$1.41M

Sector Composition

1 Financials 21.39%
2 Technology 18.26%
3 Consumer Discretionary 14.27%
4 Industrials 14.15%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.38%
29,330
-620
27
$1.97M 1.27%
35,922
-925
28
$1.96M 1.27%
68,880
-7,325
29
$1.96M 1.26%
42,265
-870
30
$1.93M 1.25%
24,865
-520
31
$1.91M 1.23%
16,050
+5,140
32
$1.83M 1.18%
+58,670
33
$1.83M 1.18%
48,445
-1,240
34
$1.8M 1.16%
30,375
-795
35
$1.78M 1.15%
+32,715
36
$1.77M 1.14%
89,610
-4,105
37
$1.75M 1.13%
41,825
-1,055
38
$1.72M 1.11%
60,740
-1,250
39
$1.71M 1.1%
11,895
-290
40
$1.69M 1.09%
30,320
-18,900
41
$1.69M 1.09%
+102,265
42
$1.69M 1.09%
48,525
+10,290
43
$1.68M 1.08%
30,665
-18,185
44
$1.65M 1.06%
+25,775
45
$1.64M 1.06%
+16,630
46
$1.63M 1.05%
48,355
-1,285
47
$1.63M 1.05%
19,830
+5,110
48
$1.62M 1.05%
+22,380
49
$1.61M 1.04%
+57,730
50
$1.59M 1.03%
+24,785
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