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
$80.2M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.1M
3
+$1.09M
4
ROG icon
Rogers Corp
ROG
+$1.06M
5
TRNO icon
Terreno Realty
TRNO
+$1.05M

Top Sells

1
+$980K
2
+$709K
3
+$633K
4
SND icon
Smart Sand
SND
+$631K
5
CY
Cypress Semiconductor
CY
+$614K

Sector Composition

1 Technology 19.38%
2 Financials 17.52%
3 Industrials 13.43%
4 Healthcare 12.89%
5 Consumer Discretionary 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$730K 0.91%
10,815
+2,980
52
$730K 0.91%
+11,621
53
$728K 0.91%
+36,130
54
$719K 0.9%
28,325
+7,755
55
$712K 0.89%
3,166
+710
56
$711K 0.89%
12,750
+3,070
57
$676K 0.84%
+46,490
58
$632K 0.79%
24,425
+6,725
59
$631K 0.79%
13,785
-11,090
60
$627K 0.78%
24,295
-9,380
61
$617K 0.77%
17,455
-3,005
62
$615K 0.77%
12,135
+3,320
63
$613K 0.76%
7,405
+2,025
64
$607K 0.76%
14,675
+4,010
65
$606K 0.76%
5,144
-6,021
66
$593K 0.74%
5,720
-2,760
67
$585K 0.73%
19,073
-5,167
68
$566K 0.71%
27,440
+6,570
69
$565K 0.7%
+14,065
70
$564K 0.7%
42,780
+21,525
71
$557K 0.69%
+17,150
72
$526K 0.66%
21,428
+5,888
73
$525K 0.65%
+11,335
74
$524K 0.65%
16,245
+4,450
75
$519K 0.65%
+18,615
1 2
3
4 5