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
$58.4M
AUM Growth
-$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1 +$688K
2 +$666K
3 +$621K
4
BKH icon
Black Hills Corp
BKH
+$521K
5
COHR
Coherent Inc
COHR
+$505K

Top Sells

1 +$3.22M
2 +$2.9M
3 +$2.69M
4
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$2.58M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$2.58M

Sector Composition

1 Financials 18.87%
2 Technology 17.63%
3 Industrials 14.08%
4 Consumer Discretionary 13.9%
5 Healthcare 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$572K 0.98%
20,390
-39,990
52
$566K 0.97%
16,135
-31,810
53
$546K 0.93%
7,310
-14,350
54
$532K 0.91%
20,570
-40,170
55
$527K 0.9%
6,590
-18,275
56
$521K 0.89%
+7,835
57
$520K 0.89%
7,530
-14,850
58
$517K 0.89%
5,615
-14,215
59
$517K 0.89%
21,700
-36,030
60
$505K 0.86%
+2,456
61
$489K 0.84%
11,795
-23,165
62
$486K 0.83%
+20,269
63
$483K 0.83%
+20,460
64
$482K 0.83%
1,165
-668
65
$482K 0.83%
20,870
-34,475
66
$475K 0.81%
10,665
-20,795
67
$442K 0.76%
5,380
-23,950
68
$433K 0.74%
8,815
-17,155
69
$397K 0.68%
+17,700
70
$396K 0.68%
9,150
-15,245
71
$389K 0.67%
27,300
-44,970
72
$377K 0.65%
+1,737
73
$377K 0.65%
20,650
-40,515
74
$366K 0.63%
15,540
-30,510
75
$356K 0.61%
9,580
-12,020