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
$331M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$3.39M
3
+$2.16M
4
DECK icon
Deckers Outdoor
DECK
+$2.15M
5
QTS
QTS REALTY TRUST, INC.
QTS
+$2.14M

Top Sells

1
+$45.9M
2
+$5.04M
3
+$4.29M
4
GTLS icon
Chart Industries
GTLS
+$4.2M
5
PFS icon
Provident Financial Services
PFS
+$3.94M

Sector Composition

1 Industrials 17.05%
2 Healthcare 16.63%
3 Technology 15.75%
4 Financials 14.08%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.52M 1.37%
+74,535
27
$4.49M 1.36%
65,371
-35
28
$4.16M 1.26%
29,685
-55
29
$3.98M 1.2%
352,972
+2,510
30
$3.75M 1.13%
75,718
+17,235
31
$3.69M 1.11%
39,557
-49
32
$3.66M 1.1%
62,206
+17
33
$3.6M 1.09%
89,876
-62
34
$3.55M 1.07%
111,152
-33
35
$3.52M 1.06%
47,827
+23
36
$3.52M 1.06%
44,485
-13,281
37
$3.5M 1.06%
60,635
-4,998
38
$3.45M 1.04%
157,675
+1,520
39
$3.42M 1.03%
137,292
-22
40
$3.39M 1.02%
+64,639
41
$3.35M 1.01%
72,188
-9
42
$3.14M 0.95%
67,735
-29,833
43
$3.09M 0.93%
61,010
-108
44
$3.03M 0.92%
39,946
+4,380
45
$2.96M 0.89%
44,029
-9,607
46
$2.95M 0.89%
16,054
-19
47
$2.88M 0.87%
159,276
+83,571
48
$2.8M 0.84%
88,760
-35,471
49
$2.74M 0.83%
173,643
-214
50
$2.72M 0.82%
47,112
+8,348
1
2
3 4 5