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
$588M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$5.04M
3
+$4.84M
4
VKTX icon
Viking Therapeutics
VKTX
+$4.57M
5
FN icon
Fabrinet
FN
+$4.15M

Top Sells

1
+$8.47M
2
+$7.18M
3
+$6.17M
4
ABG icon
Asbury Automotive
ABG
+$5.91M
5
ESE icon
ESCO Technologies
ESE
+$4.49M

Sector Composition

1 Healthcare 17.82%
2 Industrials 15.14%
3 Consumer Discretionary 13.61%
4 Financials 13.51%
5 Technology 13.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.59M 1.12%
171,412
+22,227
27
$6.56M 1.12%
371,579
-74,012
28
$5.98M 1.02%
31,388
-725
29
$5.94M 1.01%
51,518
-1,211
30
$5.81M 0.99%
15,339
-475
31
$5.8M 0.99%
424,890
+51,109
32
$5.73M 0.97%
61,274
-1,444
33
$5.58M 0.95%
111,411
+32,825
34
$5.54M 0.94%
31,058
-4,724
35
$5.51M 0.94%
54,600
-83,830
36
$5.44M 0.93%
22,043
+19,602
37
$5.4M 0.92%
114,411
-13,018
38
$5.33M 0.91%
16,766
-5,463
39
$5.3M 0.9%
274,067
-61,680
40
$5.27M 0.9%
101,391
-37,623
41
$5.24M 0.89%
65,659
-1,207
42
$5.16M 0.88%
36,180
-829
43
$5.11M 0.87%
72,897
+43,026
44
$5.08M 0.86%
100,555
-26,761
45
$5.07M 0.86%
314,912
-6,249
46
$5.04M 0.86%
+123,924
47
$5.01M 0.85%
32,344
-777
48
$5.01M 0.85%
106,138
+24,024
49
$4.99M 0.85%
49,393
-17,706
50
$4.97M 0.85%
90,137
-61,688
1
2
3 4 5