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
$494M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$7.69M
3
+$7.31M
4
MGRC icon
McGrath RentCorp
MGRC
+$6.85M
5
CLH icon
Clean Harbors
CLH
+$4.61M

Top Sells

1
+$5.41M
2
+$4.92M
3
+$4.25M
4
CNS icon
Cohen & Steers
CNS
+$4.2M
5
WWW icon
Wolverine World Wide
WWW
+$4.14M

Sector Composition

1 Industrials 18.3%
2 Financials 16.9%
3 Healthcare 13.86%
4 Technology 12.03%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.93M 1.2%
159,213
-68,458
27
$5.78M 1.17%
221,183
-6,806
28
$5.52M 1.12%
390,299
-14,648
29
$5.31M 1.08%
48,705
+31,055
30
$5.17M 1.05%
113,980
-27,599
31
$4.99M 1.01%
289,084
+23,201
32
$4.94M 1%
49,851
-1,669
33
$4.86M 0.98%
77,662
-1,935
34
$4.82M 0.98%
338,559
-161,621
35
$4.78M 0.97%
22,820
+21,468
36
$4.76M 0.96%
41,297
-1,002
37
$4.76M 0.96%
35,055
-21,174
38
$4.73M 0.96%
73,203
-65,078
39
$4.72M 0.96%
157,016
+87,921
40
$4.64M 0.94%
93,553
-64,599
41
$4.64M 0.94%
56,943
-1,503
42
$4.61M 0.93%
+40,366
43
$4.6M 0.93%
51,885
-20,115
44
$4.52M 0.92%
73,375
-1,852
45
$4.49M 0.91%
105,161
-31,655
46
$4.48M 0.91%
246,386
+46,836
47
$4.45M 0.9%
71,857
+10,383
48
$4.4M 0.89%
221,586
+60,224
49
$4.37M 0.88%
108,450
-3,649
50
$4.29M 0.87%
32,758
-17,342
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