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
$391M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$5.95M
2 +$4.99M
3 +$4.7M
4
EXPO icon
Exponent
EXPO
+$3.77M
5
FIVN icon
FIVE9
FIVN
+$3.58M

Top Sells

1 +$8.94M
2 +$4.76M
3 +$4.33M
4
HUBS icon
HubSpot
HUBS
+$4.07M
5
INXN
Interxion Holding N.V.
INXN
+$3.77M

Sector Composition

1 Industrials 15.2%
2 Financials 13.76%
3 Technology 13.4%
4 Healthcare 13.37%
5 Consumer Discretionary 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.41M 1.38%
51,407
+18,904
27
$5.31M 1.36%
182,734
+4,788
28
$5.18M 1.32%
225,083
+8,080
29
$5.14M 1.31%
77,308
+2,781
30
$5.08M 1.3%
140,325
+3,754
31
$5.05M 1.29%
107,562
+3,980
32
$4.99M 1.28%
+57,992
33
$4.7M 1.2%
+139,468
34
$4.67M 1.19%
53,583
+1,390
35
$4.46M 1.14%
119,518
+54,789
36
$4.34M 1.11%
108,335
+2,891
37
$4.09M 1.04%
93,736
+2,530
38
$4.07M 1.04%
84,670
+33,443
39
$4.05M 1.03%
242,320
+91,240
40
$4.04M 1.03%
166,790
+4,374
41
$3.96M 1.01%
40,555
+1,073
42
$3.8M 0.97%
114,805
+3,648
43
$3.8M 0.97%
57,627
+19,935
44
$3.77M 0.96%
+64,344
45
$3.73M 0.95%
96,143
+10,224
46
$3.7M 0.95%
47,373
+33,123
47
$3.62M 0.93%
61,254
+1,610
48
$3.6M 0.92%
124,384
+29,207
49
$3.58M 0.92%
+69,865
50
$3.57M 0.91%
55,244
+19,481