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
$470M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.71M
3
+$7.67M
4
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$6.43M
5
MZTI
The Marzetti Company
MZTI
+$6.16M

Top Sells

1
+$8.07M
2
+$6.07M
3
+$5.85M
4
TREX icon
Trex
TREX
+$5.59M
5
TDOC icon
Teladoc Health
TDOC
+$5.56M

Sector Composition

1 Financials 19.01%
2 Technology 15.3%
3 Industrials 15.08%
4 Healthcare 12.49%
5 Consumer Discretionary 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.94M 1.26%
+88,410
27
$5.82M 1.24%
251,129
+93,454
28
$5.79M 1.23%
70,026
+9,886
29
$5.71M 1.21%
88,644
+12,926
30
$5.63M 1.2%
31,492
+16,088
31
$5.5M 1.17%
+328,034
32
$5.42M 1.15%
78,535
+11,275
33
$5.21M 1.11%
88,808
+57,180
34
$5.2M 1.1%
+206,505
35
$5.19M 1.1%
101,101
+12,341
36
$5.03M 1.07%
207,137
+29,540
37
$4.95M 1.05%
76,405
+11,034
38
$4.93M 1.05%
171,568
+51,937
39
$4.92M 1.05%
118,765
+17,509
40
$4.87M 1.04%
+73,121
41
$4.85M 1.03%
59,025
+11,358
42
$4.78M 1.02%
27,421
-2,264
43
$4.73M 1.01%
37,234
-6,795
44
$4.72M 1%
130,311
+19,159
45
$4.65M 0.99%
49,002
-27,156
46
$4.53M 0.96%
149,664
+21,777
47
$4.42M 0.94%
84,703
+12,433
48
$4.24M 0.9%
+93,742
49
$4.14M 0.88%
411,217
+58,245
50
$4.12M 0.88%
+110,490
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