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
$121M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.84M
3
+$1.73M
4
AMWD icon
American Woodmark
AMWD
+$1.72M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$1.69M

Top Sells

1
+$813K
2
+$502K
3
+$495K
4
WCG
Wellcare Health Plans, Inc.
WCG
+$494K
5
GIII icon
G-III Apparel Group
GIII
+$398K

Sector Composition

1 Technology 16.81%
2 Industrials 16.42%
3 Financials 14.33%
4 Consumer Discretionary 11.96%
5 Healthcare 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 1.01%
26,680
+15,230
52
$1.2M 0.99%
10,175
+6,385
53
$1.2M 0.99%
26,570
+16,630
54
$1.2M 0.99%
20,870
+12,520
55
$1.2M 0.99%
20,535
+13,795
56
$1.14M 0.95%
23,765
+14,850
57
$1.1M 0.91%
+28,880
58
$1.09M 0.9%
55,580
+34,725
59
$1.05M 0.87%
58,660
+33,645
60
$1.05M 0.87%
+61,831
61
$1.04M 0.86%
28,790
+17,970
62
$1.02M 0.84%
70,455
+52,995
63
$1M 0.83%
+64,630
64
$1M 0.83%
22,700
+12,710
65
$990K 0.82%
46,555
+26,310
66
$958K 0.79%
16,655
+9,560
67
$942K 0.78%
21,370
+12,260
68
$932K 0.77%
+27,390
69
$915K 0.76%
22,495
+12,965
70
$900K 0.74%
13,170
+8,250
71
$897K 0.74%
66,220
+41,540
72
$890K 0.74%
19,845
+3,340
73
$859K 0.71%
15,205
+7,685
74
$839K 0.69%
13,350
+7,660
75
$822K 0.68%
5,425
+3,385
1 2
3
4