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
$305M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$7.38M
3
+$5.97M
4
BCPC
Balchem Corp
BCPC
+$4.59M
5
RBC icon
RBC Bearings
RBC
+$3.73M

Top Sells

1
+$5.21M
2
+$4.71M
3
+$3.4M
4
CDNA icon
CareDx
CDNA
+$3.39M
5
EGHT icon
8x8 Inc
EGHT
+$2.43M

Sector Composition

1 Financials 15.63%
2 Industrials 13.45%
3 Healthcare 13.09%
4 Technology 10.85%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.39M 1.44%
30,720
+11,335
27
$4.36M 1.43%
59,790
-5,615
28
$4.19M 1.37%
85,952
-23,716
29
$4.02M 1.32%
290,754
-24,082
30
$3.91M 1.28%
31,086
+2,099
31
$3.9M 1.28%
90,199
-5,182
32
$3.84M 1.26%
103,673
+26,533
33
$3.73M 1.22%
+28,410
34
$3.6M 1.18%
149,030
+405
35
$3.59M 1.18%
63,401
+18,124
36
$3.56M 1.17%
31,570
-883
37
$3.52M 1.16%
105,880
+1,532
38
$3.52M 1.16%
88,977
-7,172
39
$3.42M 1.12%
44,038
+3,092
40
$3.39M 1.11%
75,599
-7,641
41
$3.19M 1.05%
35,699
-435
42
$3.18M 1.04%
37,584
+4,128
43
$3.1M 1.02%
56,580
+2,017
44
$2.98M 0.98%
62,009
-14,882
45
$2.95M 0.97%
29,475
+2,054
46
$2.95M 0.97%
59,497
+18,164
47
$2.95M 0.97%
46,869
-21,021
48
$2.85M 0.94%
20,369
+267
49
$2.6M 0.85%
243,465
-10,066
50
$2.51M 0.82%
148,537
-12,185
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