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
$528M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$6.17M
3
+$5.89M
4
ARCB icon
ArcBest
ARCB
+$5.84M
5
SLG icon
SL Green Realty
SLG
+$5.01M

Top Sells

1
+$6.34M
2
+$5.27M
3
+$5.25M
4
BWXT icon
BWX Technologies
BWXT
+$5.04M
5
TEX icon
Terex
TEX
+$3.95M

Sector Composition

1 Healthcare 16.44%
2 Industrials 14.99%
3 Financials 14.57%
4 Technology 13.45%
5 Energy 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.17M 1.17%
+133,002
27
$6.11M 1.16%
97,391
+41,225
28
$6.1M 1.16%
188,640
+41,117
29
$6.04M 1.14%
143,324
+6,768
30
$5.99M 1.13%
69,381
+2,797
31
$5.85M 1.11%
50,153
+2,006
32
$5.84M 1.11%
216,913
+63,458
33
$5.84M 1.11%
+57,404
34
$5.78M 1.1%
354,837
+13,136
35
$5.78M 1.1%
140,268
-41,696
36
$5.69M 1.08%
164,967
+6,864
37
$5.15M 0.98%
73,633
+8,940
38
$5.01M 0.95%
+134,274
39
$4.95M 0.94%
91,538
+13,938
40
$4.92M 0.93%
100,744
+21,702
41
$4.87M 0.92%
248,283
+10,043
42
$4.86M 0.92%
325,977
+210,637
43
$4.82M 0.91%
288,481
+76,988
44
$4.8M 0.91%
116,701
+4,831
45
$4.8M 0.91%
+29,093
46
$4.77M 0.9%
90,368
+3,692
47
$4.7M 0.89%
116,205
-66,301
48
$4.54M 0.86%
36,613
+1,398
49
$4.51M 0.85%
31,452
-2,039
50
$4.51M 0.85%
283,950
+79,094
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