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
$356M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.55M
3
+$3.52M
4
CNMD icon
CONMED
CNMD
+$3.02M
5
FTDR icon
Frontdoor
FTDR
+$2.75M

Top Sells

1
+$19M
2
+$4.19M
3
+$3.81M
4
NGVT icon
Ingevity
NGVT
+$3.14M
5
LOXO
Loxo Oncology, Inc
LOXO
+$2.85M

Sector Composition

1 Healthcare 14.24%
2 Technology 14.01%
3 Industrials 13.99%
4 Financials 11.96%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.96M 1.39%
344,497
+53,743
27
$4.89M 1.37%
108,766
+5,093
28
$4.72M 1.33%
105,444
+16,467
29
$4.66M 1.31%
44,298
+12,728
30
$4.6M 1.29%
52,193
+773
31
$4.55M 1.28%
+147,630
32
$4.5M 1.26%
103,582
-53,411
33
$4.46M 1.25%
136,571
-3,612
34
$4.33M 1.22%
47,625
+756
35
$4.21M 1.18%
162,416
+13,386
36
$4.18M 1.17%
113,674
+7,794
37
$4.13M 1.16%
39,482
+3,783
38
$4.13M 1.16%
73,798
+3,994
39
$4.11M 1.15%
182,113
+10,657
40
$4.07M 1.14%
24,508
-6,578
41
$3.96M 1.11%
111,157
+41,573
42
$3.91M 1.1%
70,269
+10,772
43
$3.89M 1.09%
91,206
+15,607
44
$3.86M 1.08%
59,644
+3,064
45
$3.85M 1.08%
63,405
-37,740
46
$3.6M 1.01%
43,793
+25,423
47
$3.54M 1%
54,411
+10,373
48
$3.5M 0.98%
28,373
+11,072
49
$3.43M 0.96%
32,503
-29,760
50
$3.4M 0.95%
85,919
+31,562
1
2
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