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
$487M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1 +$45.9M
2 +$7.41M
3 +$7.25M
4
WSFS icon
WSFS Financial
WSFS
+$6.04M
5
ICFI icon
ICF International
ICFI
+$5.99M

Top Sells

1 +$5.04M
2 +$4.93M
3 +$4.64M
4
DORM icon
Dorman Products
DORM
+$4.22M
5
VG
Vonage Holdings Corporation
VG
+$4.17M

Sector Composition

1 Industrials 14.37%
2 Healthcare 14.2%
3 Technology 14.06%
4 Financials 13.48%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.88M 1.21%
89,652
+6,901
27
$5.86M 1.21%
156,155
-96
28
$5.77M 1.19%
350,462
-3
29
$5.15M 1.06%
120,386
+23,147
30
$5.08M 1.04%
96,013
-24,064
31
$5.08M 1.04%
93,526
-1,997
32
$5.04M 1.04%
+81,000
33
$4.96M 1.02%
71,780
+4,810
34
$4.71M 0.97%
72,197
+671
35
$4.63M 0.95%
60,944
-52,569
36
$4.59M 0.94%
111,185
+1,315
37
$4.48M 0.92%
48,414
+5,742
38
$4.4M 0.9%
119,186
+1,823
39
$4.38M 0.9%
58,483
-1,324
40
$4.29M 0.88%
312,282
-21,658
41
$4.28M 0.88%
57,766
+25,851
42
$4.28M 0.88%
61,118
+538
43
$4.2M 0.86%
62,205
+6,975
44
$4.18M 0.86%
+60,116
45
$4.13M 0.85%
+36,707
46
$4.1M 0.84%
29,740
+10,155
47
$4.04M 0.83%
89,938
-61,658
48
$3.98M 0.82%
39,606
+349
49
$3.97M 0.82%
120,440
-47,647
50
$3.94M 0.81%
159,970
-5,097