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
$486M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.27M
3
+$9.16M
4
BRBR icon
BellRing Brands
BRBR
+$6.86M
5
NJR icon
New Jersey Resources
NJR
+$6.12M

Top Sells

1
+$8.53M
2
+$7.81M
3
+$7.41M
4
SLAB icon
Silicon Laboratories
SLAB
+$6.52M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.98M

Sector Composition

1 Financials 18.35%
2 Industrials 16.43%
3 Healthcare 15.01%
4 Technology 14.21%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.67M 1.17%
58,288
-123
27
$5.62M 1.16%
+51,520
28
$5.61M 1.15%
79,597
+21,238
29
$5.57M 1.15%
+132,470
30
$5.5M 1.13%
233,277
-55,080
31
$5.46M 1.12%
122,261
+79,721
32
$5.39M 1.11%
35,655
+230
33
$5.31M 1.09%
50,100
+5,021
34
$5.3M 1.09%
193,983
+55,533
35
$5.28M 1.09%
58,446
-141
36
$5.23M 1.08%
60,057
+28,644
37
$5.22M 1.08%
265,883
+707
38
$5.05M 1.04%
+75,227
39
$4.98M 1.03%
64,015
+1,100
40
$4.95M 1.02%
161,362
+43,275
41
$4.87M 1%
62,428
+701
42
$4.72M 0.97%
404,947
+151
43
$4.63M 0.95%
89,431
-37,239
44
$4.61M 0.95%
95,090
-44,086
45
$4.6M 0.95%
173,458
+89,616
46
$4.6M 0.95%
265,929
-18,925
47
$4.48M 0.92%
53,497
-37,004
48
$4.44M 0.91%
31,829
+1,942
49
$4.39M 0.9%
37,952
+9,949
50
$4.34M 0.89%
295,240
+9,843
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