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
$540M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.43M
3
+$4.36M
4
BOOT icon
Boot Barn
BOOT
+$4.23M
5
AROC icon
Archrock
AROC
+$3.97M

Top Sells

1
+$9.59M
2
+$7.55M
3
+$7.33M
4
ALTR
Altair Engineering Inc
ALTR
+$7.19M
5
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$4.87M

Sector Composition

1 Financials 23.65%
2 Healthcare 14.74%
3 Industrials 14.55%
4 Technology 12.45%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.98M 1.11%
51,726
+10,947
27
$5.51M 1.02%
141,410
+45,738
28
$5.42M 1%
32,390
-884
29
$5.39M 1%
207,978
-8,376
30
$5.34M 0.99%
72,310
-2,094
31
$5.34M 0.99%
63,931
-27,173
32
$5.33M 0.99%
97,415
-2,812
33
$5.15M 0.95%
107,615
-2,943
34
$5.13M 0.95%
132,267
+31,582
35
$5.1M 0.95%
57,689
-33,680
36
$5.06M 0.94%
29,212
-877
37
$5.02M 0.93%
187,932
+36,775
38
$4.93M 0.91%
398,475
+95,413
39
$4.88M 0.9%
37,103
-1,054
40
$4.85M 0.9%
+345,389
41
$4.74M 0.88%
121,084
-35,070
42
$4.74M 0.88%
40,897
-1,099
43
$4.68M 0.87%
28,741
-921
44
$4.68M 0.87%
65,862
-1,948
45
$4.67M 0.87%
43,053
+2,945
46
$4.61M 0.85%
89,486
+16,121
47
$4.59M 0.85%
13,022
-289
48
$4.58M 0.85%
111,447
-3,191
49
$4.57M 0.85%
59,402
-1,608
50
$4.5M 0.83%
215,657
-60,990
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