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
$281M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$5.48M
3
+$5.28M
4
WBT
Welbilt, Inc.
WBT
+$4.69M
5
STMP
Stamps.com, Inc.
STMP
+$4.13M

Top Sells

1
+$4.23M
2
+$3.71M
3
+$2.68M
4
MPWR icon
Monolithic Power Systems
MPWR
+$2.51M
5
PEGA icon
Pegasystems
PEGA
+$2.48M

Sector Composition

1 Healthcare 17.48%
2 Financials 14.78%
3 Technology 13.5%
4 Industrials 11.58%
5 Consumer Discretionary 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.93M 1.4%
65,353
+27,930
27
$3.84M 1.37%
+77,068
28
$3.75M 1.33%
60,166
+25,733
29
$3.71M 1.32%
45,938
+18,790
30
$3.61M 1.28%
56,667
+24,265
31
$3.54M 1.26%
+56,944
32
$3.48M 1.24%
26,917
+11,020
33
$3.44M 1.22%
124,888
+53,456
34
$3.41M 1.21%
97,976
+52,782
35
$3.37M 1.2%
+135,005
36
$3.34M 1.19%
179,833
+76,987
37
$3.31M 1.18%
+61,816
38
$3.3M 1.17%
103,618
+42,658
39
$3.2M 1.14%
51,215
+21,353
40
$3.17M 1.13%
88,395
+36,274
41
$3.16M 1.12%
+51,062
42
$3.16M 1.12%
30,361
+12,990
43
$3.04M 1.08%
81,928
+35,051
44
$3.01M 1.07%
+76,884
45
$2.92M 1.04%
36,128
+25,617
46
$2.92M 1.04%
+29,893
47
$2.9M 1.03%
16,383
-3,875
48
$2.88M 1.02%
80,261
+7,373
49
$2.79M 0.99%
+213,075
50
$2.77M 0.99%
66,131
+8,441
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