MAP

Moody Aldrich Partners Portfolio holdings

AUM $527M
1-Year Est. Return 46.7%
This Quarter Est. Return
1 Year Est. Return
+46.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.6M
3
+$8.1M
4
LHCG
LHC Group LLC
LHCG
+$7.89M
5
ARVN icon
Arvinas
ARVN
+$7.32M

Top Sells

1
+$19M
2
+$13.7M
3
+$12.2M
4
QTS
QTS REALTY TRUST, INC.
QTS
+$9.55M
5
SITE icon
SiteOne Landscape Supply
SITE
+$8.2M

Sector Composition

1 Financials 21%
2 Technology 20.14%
3 Industrials 16.42%
4 Consumer Discretionary 12.02%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.53M 1.2%
44,061
-591
27
$8.4M 1.18%
500,667
+111,507
28
$8.06M 1.13%
170,740
-2,191
29
$7.79M 1.1%
98,905
-1,314
30
$7.72M 1.09%
119,704
-1,535
31
$7.6M 1.07%
71,226
-877
32
$7.32M 1.03%
+95,109
33
$7.08M 1%
159,056
+45,407
34
$7.06M 0.99%
113,075
-29,963
35
$7.05M 0.99%
79,003
-983
36
$7.01M 0.99%
+90,523
37
$6.93M 0.97%
44,531
-43,731
38
$6.91M 0.97%
+12,563
39
$6.89M 0.97%
+107,578
40
$6.77M 0.95%
55,308
+9,830
41
$6.71M 0.94%
33,657
-367
42
$6.66M 0.94%
+177,533
43
$6.62M 0.93%
50,410
-666
44
$6.46M 0.91%
135,847
-1,683
45
$6.43M 0.9%
158,028
-1,988
46
$6.42M 0.9%
+246,755
47
$6.42M 0.9%
58,099
+7,447
48
$6.38M 0.9%
+349,888
49
$6.37M 0.89%
+69,578
50
$6.35M 0.89%
424,653
-5,487
1
2
3 4 5