MAP

Moody Aldrich Partners Portfolio holdings

AUM $536M
1-Year Est. Return 66.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.26M
3
+$4.99M
4
CWST icon
Casella Waste Systems
CWST
+$4.62M
5
MOD icon
Modine Manufacturing
MOD
+$4.32M

Top Sells

1
+$8.42M
2
+$6.57M
3
+$6.39M
4
COOP
Mr. Cooper
COOP
+$6.34M
5
HALO icon
Halozyme
HALO
+$6.17M

Sector Composition

1 Financials 20.97%
2 Technology 16.81%
3 Healthcare 15.05%
4 Industrials 14.97%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.18M 1.2%
129,850
+63,375
27
$6.13M 1.19%
104,051
-1,561
28
$6.12M 1.19%
+46,740
29
$5.92M 1.15%
176,867
+36,116
30
$5.9M 1.14%
26,245
-4,267
31
$5.85M 1.13%
67,924
+15,156
32
$5.8M 1.12%
35,228
-550
33
$5.78M 1.12%
79,344
+14,461
34
$5.61M 1.09%
42,715
+6,150
35
$5.53M 1.07%
245,833
+44,483
36
$5.52M 1.07%
145,336
+28,545
37
$5.5M 1.06%
41,794
-634
38
$5.17M 1%
55,861
-8,254
39
$5.07M 0.98%
79,150
+34,112
40
$5.03M 0.97%
+41,818
41
$5.02M 0.97%
444,102
+345,532
42
$4.94M 0.96%
36,303
-559
43
$4.84M 0.94%
92,009
-16,272
44
$4.79M 0.93%
16,683
+3,836
45
$4.77M 0.92%
+48,400
46
$4.73M 0.91%
+28,185
47
$4.68M 0.91%
25,778
-394
48
$4.66M 0.9%
49,302
-47,301
49
$4.62M 0.89%
+40,012
50
$4.58M 0.89%
184,645
-2,820
1
2
3 4 5