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
$97.2M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.24M
3
+$1.08M
4
AERI
Aerie Pharmaceuticals
AERI
+$1.05M
5
WTFC icon
Wintrust Financial
WTFC
+$962K

Top Sells

1
+$1.55M
2
+$1.11M
3
+$853K
4
ISBC
Investors Bancorp, Inc.
ISBC
+$846K
5
POR icon
Portland General Electric
POR
+$842K

Sector Composition

1 Technology 21.74%
2 Financials 15.72%
3 Healthcare 12.59%
4 Consumer Discretionary 11.89%
5 Industrials 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$943K 0.97%
+37,606
52
$894K 0.92%
13,353
+1,732
53
$867K 0.89%
32,501
+4,176
54
$864K 0.89%
642
+85
55
$860K 0.88%
12,493
+1,678
56
$798K 0.82%
15,674
+1,889
57
$789K 0.81%
16,245
+2,180
58
$780K 0.8%
16,842
+2,167
59
$780K 0.8%
85,544
+49,699
60
$769K 0.79%
19,821
+2,671
61
$767K 0.79%
24,580
+3,170
62
$763K 0.78%
32,142
+4,092
63
$739K 0.76%
41,655
+5,525
64
$733K 0.75%
27,575
+3,280
65
$725K 0.75%
13,912
+1,777
66
$722K 0.74%
5,800
+656
67
$712K 0.73%
52,746
+6,256
68
$701K 0.72%
+6,052
69
$689K 0.71%
19,329
+256
70
$682K 0.7%
49,364
+6,584
71
$648K 0.67%
6,862
+827
72
$643K 0.66%
+74,549
73
$634K 0.65%
+5,292
74
$567K 0.58%
24,686
+3,258
75
$558K 0.57%
6,353
+903
1 2
3
4 5