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
$123M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.88M
3
+$1.55M
4
ECOL
US Ecology, Inc.
ECOL
+$1.26M
5
NWE icon
NorthWestern Energy
NWE
+$1.22M

Top Sells

1
+$1.97M
2
+$1.52M
3
+$1.49M
4
WAL icon
Western Alliance Bancorporation
WAL
+$1.13M
5
BKU icon
Bankunited
BKU
+$965K

Sector Composition

1 Technology 21.33%
2 Financials 17.48%
3 Consumer Discretionary 13.85%
4 Industrials 12.39%
5 Real Estate 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.42%
28,579
+5,955
27
$1.69M 1.37%
11,009
+2,077
28
$1.67M 1.35%
15,083
+3,134
29
$1.61M 1.31%
32,300
+6,742
30
$1.6M 1.3%
51,498
+10,728
31
$1.57M 1.27%
61,452
+11,957
32
$1.55M 1.26%
12,414
+2,344
33
$1.55M 1.25%
+92,369
34
$1.54M 1.25%
20,528
+4,283
35
$1.5M 1.21%
20,911
+3,968
36
$1.49M 1.21%
21,197
+4,018
37
$1.47M 1.19%
54,544
+22,043
38
$1.45M 1.18%
11,168
+5,116
39
$1.42M 1.15%
20,906
+4,006
40
$1.42M 1.15%
13,276
+2,768
41
$1.39M 1.12%
26,826
-6,803
42
$1.36M 1.11%
10,097
+4,297
43
$1.31M 1.06%
94,600
+17,974
44
$1.31M 1.06%
44,067
-5,262
45
$1.31M 1.06%
11,528
+2,190
46
$1.29M 1.05%
26,494
+5,008
47
$1.29M 1.04%
54,594
+11,390
48
$1.28M 1.04%
33,485
-720
49
$1.26M 1.02%
+24,730
50
$1.26M 1.02%
40,733
+8,408
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