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
$97.2M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.24M
3
+$1.08M
4
AERI
Aerie Pharmaceuticals
AERI
+$1.05M
5
WTFC icon
Wintrust Financial
WTFC
+$962K

Top Sells

1
+$1.55M
2
+$1.11M
3
+$853K
4
ISBC
Investors Bancorp, Inc.
ISBC
+$846K
5
POR icon
Portland General Electric
POR
+$842K

Sector Composition

1 Technology 21.74%
2 Financials 15.72%
3 Healthcare 12.59%
4 Consumer Discretionary 11.89%
5 Industrials 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 1.37%
32,938
+3,843
27
$1.31M 1.35%
13,257
+3,262
28
$1.3M 1.34%
22,624
+2,904
29
$1.28M 1.32%
34,205
+4,050
30
$1.25M 1.29%
8,932
+1,007
31
$1.25M 1.29%
21,486
+2,421
32
$1.25M 1.28%
10,070
+1,140
33
$1.25M 1.28%
43,204
+5,784
34
$1.24M 1.27%
+105,920
35
$1.23M 1.26%
49,495
+5,745
36
$1.21M 1.24%
11,949
+4,329
37
$1.18M 1.21%
40,770
+5,385
38
$1.17M 1.2%
14,468
+1,686
39
$1.13M 1.16%
21,208
-5,957
40
$1.11M 1.15%
25,558
+3,423
41
$1.09M 1.12%
16,943
+1,928
42
$1.09M 1.12%
28,919
+10,304
43
$1.08M 1.11%
10,508
+1,413
44
$1.08M 1.11%
+43,070
45
$1.07M 1.1%
17,179
+1,989
46
$1.05M 1.08%
+21,526
47
$1.04M 1.07%
76,626
-62,039
48
$1M 1.03%
32,325
+4,342
49
$996K 1.02%
9,338
+1,088
50
$965K 0.99%
27,136
+3,131
1
2
3 4 5