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
$47.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.11M
3
+$1.01M
4
BRKL
Brookline Bancorp
BRKL
+$939K
5
CONE
CyrusOne Inc Common Stock
CONE
+$929K

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.69%
2 Technology 15.05%
3 Industrials 13.4%
4 Healthcare 12.36%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$467K 0.98%
+3,790
52
$460K 0.97%
+10,240
53
$452K 0.95%
+9,300
54
$438K 0.92%
+4,210
55
$436K 0.92%
+6,745
56
$426K 0.9%
+7,095
57
$422K 0.89%
+25,015
58
$421K 0.89%
+20,855
59
$412K 0.87%
+20,245
60
$408K 0.86%
+6,740
61
$400K 0.84%
+5,590
62
$398K 0.84%
+8,150
63
$398K 0.84%
+9,530
64
$397K 0.83%
+10,820
65
$397K 0.83%
+7,412
66
$395K 0.83%
+9,990
67
$393K 0.83%
+7,520
68
$392K 0.82%
+9,110
69
$389K 0.82%
+9,835
70
$386K 0.81%
+6,125
71
$371K 0.78%
+7,530
72
$363K 0.76%
+2,040
73
$357K 0.75%
+5,690
74
$330K 0.69%
+24,680
75
$324K 0.68%
+7,140
1 2
3
4