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
$58.4M
AUM Growth
-$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1 +$688K
2 +$666K
3 +$621K
4
BKH icon
Black Hills Corp
BKH
+$521K
5
COHR
Coherent Inc
COHR
+$505K

Top Sells

1 +$3.22M
2 +$2.9M
3 +$2.69M
4
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$2.58M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$2.58M

Sector Composition

1 Financials 18.87%
2 Technology 17.63%
3 Industrials 14.08%
4 Consumer Discretionary 13.9%
5 Healthcare 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$766K 1.31%
12,095
-23,770
27
$751K 1.29%
12,580
-12,875
28
$719K 1.23%
18,315
-30,210
29
$711K 1.22%
11,435
-18,885
30
$709K 1.21%
25,305
-43,575
31
$704K 1.21%
11,570
-19,095
32
$699K 1.2%
12,695
-28,915
33
$694K 1.19%
13,075
-25,685
34
$688K 1.18%
+10,805
35
$680K 1.16%
18,235
-30,210
36
$666K 1.14%
+6,795
37
$666K 1.14%
8,480
-6,580
38
$660K 1.13%
14,330
-27,935
39
$659K 1.13%
25,658
-30,585
40
$639K 1.09%
4,515
-7,380
41
$636K 1.09%
9,245
-21,130
42
$633K 1.08%
10,780
-40,160
43
$631K 1.08%
9,315
-15,470
44
$631K 1.08%
38,855
-63,410
45
$621K 1.06%
+13,990
46
$614K 1.05%
44,590
-93,135
47
$609K 1.04%
6,270
-10,360
48
$603K 1.03%
32,920
-56,690
49
$598K 1.02%
6,435
-10,595
50
$576K 0.99%
9,680
-16,095