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
$155M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.67M
3
+$2.47M
4
IDTI
Integrated Device Technology I
IDTI
+$2.17M
5
KMT icon
Kennametal
KMT
+$1.83M

Top Sells

1
+$1.74M
2
+$1.58M
3
+$1.51M
4
GMED icon
Globus Medical
GMED
+$1.43M
5
YDKN
Yadkin Financial Corporation
YDKN
+$1.41M

Sector Composition

1 Financials 21.39%
2 Technology 18.26%
3 Consumer Discretionary 14.27%
4 Industrials 14.15%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 1.02%
+137,725
52
$1.57M 1.01%
+67,540
53
$1.56M 1.01%
34,960
-14,915
54
$1.55M 1%
+25,455
55
$1.53M 0.99%
+47,945
56
$1.46M 0.94%
21,660
-500
57
$1.41M 0.91%
31,460
-640
58
$1.37M 0.88%
17,030
-425
59
$1.34M 0.86%
+56,243
60
$1.32M 0.85%
25,970
-540
61
$1.32M 0.85%
60,380
-1,370
62
$1.22M 0.79%
55,345
-61,455
63
$1.22M 0.79%
65,047
-74,730
64
$1.19M 0.76%
16,345
-5,985
65
$1.16M 0.75%
25,905
-680
66
$1.13M 0.73%
61,165
-1,400
67
$1.09M 0.71%
72,270
-1,895
68
$1.04M 0.67%
16,225
-9,475
69
$1.01M 0.65%
46,050
-58,883
70
$944K 0.61%
24,395
-9,945
71
$921K 0.59%
66,590
+24,410
72
$889K 0.57%
+14,790
73
$865K 0.56%
5,870
-110
74
$850K 0.55%
21,985
-510
75
$843K 0.54%
21,600
-685
1 2
3
4 5