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
$123M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.88M
3
+$1.55M
4
ECOL
US Ecology, Inc.
ECOL
+$1.26M
5
NWE icon
NorthWestern Energy
NWE
+$1.22M

Top Sells

1
+$1.97M
2
+$1.52M
3
+$1.49M
4
WAL icon
Western Alliance Bancorporation
WAL
+$1.13M
5
BKU icon
Bankunited
BKU
+$965K

Sector Composition

1 Technology 21.33%
2 Financials 17.48%
3 Consumer Discretionary 13.85%
4 Industrials 12.39%
5 Real Estate 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.99%
+20,467
52
$1.21M 0.98%
17,861
+3,393
53
$1.14M 0.93%
19,377
+3,703
54
$1.12M 0.91%
16,872
+3,519
55
$1.12M 0.91%
62,364
+13,000
56
$1.07M 0.87%
35,701
+6,782
57
$1.07M 0.87%
40,606
+8,464
58
$1.01M 0.82%
+47,336
59
$1.01M 0.82%
34,028
+6,453
60
$974K 0.79%
54,394
+11,324
61
$970K 0.79%
13,044
-6,471
62
$970K 0.79%
24,431
+5,102
63
$968K 0.78%
31,046
+6,466
64
$961K 0.78%
811
+169
65
$949K 0.77%
15,793
+3,300
66
$949K 0.77%
+23,816
67
$948K 0.77%
25,046
+5,225
68
$947K 0.77%
52,621
+10,966
69
$936K 0.76%
+9,290
70
$923K 0.75%
18,954
+10,253
71
$889K 0.72%
105,717
+20,173
72
$884K 0.72%
+37,480
73
$837K 0.68%
59,364
+6,618
74
$763K 0.62%
31,191
+6,505
75
$759K 0.62%
8,035
+1,682
1 2
3
4 5