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
$693M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$8.31M
3
+$7.92M
4
RBC icon
RBC Bearings
RBC
+$6.7M
5
COLB icon
Columbia Banking Systems
COLB
+$6.5M

Top Sells

1
+$7.99M
2
+$7.74M
3
+$6.42M
4
HELE icon
Helen of Troy
HELE
+$5.94M
5
MRTN icon
Marten Transport
MRTN
+$5.79M

Sector Composition

1 Financials 24.54%
2 Industrials 18.24%
3 Technology 15.7%
4 Consumer Discretionary 13.14%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.2M 1.18%
48,036
+782
27
$8.01M 1.16%
143,038
-7,437
28
$7.92M 1.14%
+389,160
29
$7.83M 1.13%
59,993
+988
30
$7.83M 1.13%
44,652
+14,320
31
$7.75M 1.12%
44,502
+1,183
32
$7.51M 1.08%
97,089
-40,488
33
$7.49M 1.08%
100,219
+46,173
34
$7.45M 1.07%
160,016
+4,238
35
$7M 1.01%
121,239
+2,332
36
$6.83M 0.99%
251,825
+60,143
37
$6.7M 0.97%
+34,024
38
$6.68M 0.96%
79,986
+1,085
39
$6.52M 0.94%
123,637
+2,133
40
$6.46M 0.93%
72,103
-12,818
41
$6.45M 0.93%
430,140
+7,227
42
$6.43M 0.93%
78,729
+1,308
43
$6.42M 0.93%
59,187
+914
44
$6.41M 0.92%
51,076
+806
45
$6.3M 0.91%
51,682
-7,382
46
$6.23M 0.9%
131,143
-89,254
47
$6.17M 0.89%
137,530
+4,610
48
$6.09M 0.88%
374,460
+8,922
49
$6.01M 0.87%
73,783
+1,224
50
$5.98M 0.86%
156,395
+2,667
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