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
$376M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$7.09M
2 +$5.44M
3 +$4.19M
4
GTLS icon
Chart Industries
GTLS
+$3.44M
5
RGEN icon
Repligen
RGEN
+$3.27M

Top Sells

1 +$5.82M
2 +$4.35M
3 +$4.34M
4
AVNS icon
Avanos Medical
AVNS
+$4.09M
5
KALU icon
Kaiser Aluminum
KALU
+$3.96M

Sector Composition

1 Industrials 16.17%
2 Financials 14.41%
3 Technology 13.86%
4 Consumer Discretionary 12.95%
5 Healthcare 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.04M 1.34%
30,410
-10,808
27
$5.01M 1.33%
59,018
+7,611
28
$4.91M 1.31%
95,523
-49,062
29
$4.73M 1.26%
42,495
-13,387
30
$4.69M 1.25%
98,339
-9,223
31
$4.64M 1.23%
121,245
+39,555
32
$4.45M 1.18%
82,751
+12,886
33
$4.22M 1.12%
53,071
-512
34
$4.19M 1.12%
+71,526
35
$4.17M 1.11%
368,864
+127,334
36
$4.05M 1.08%
165,067
-1,723
37
$4.04M 1.07%
239,413
-2,907
38
$4.01M 1.07%
49,279
-53,444
39
$3.94M 1.05%
59,807
+17,782
40
$3.86M 1.03%
60,580
-674
41
$3.62M 0.96%
109,870
+35,100
42
$3.61M 0.96%
117,363
+61,252
43
$3.59M 0.95%
100,486
-1,040
44
$3.54M 0.94%
333,940
+133,509
45
$3.5M 0.93%
97,239
+63,493
46
$3.45M 0.92%
123,267
-1,117
47
$3.44M 0.92%
+55,230
48
$3.28M 0.87%
113,429
-1,376
49
$3.27M 0.87%
+42,672
50
$3.2M 0.85%
62,589
-604