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
$156M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.63M
3
+$2.25M
4
KMG
KMG Chemicals Inc
KMG
+$2.02M
5
GMED icon
Globus Medical
GMED
+$1.94M

Top Sells

1
+$2.25M
2
+$2.22M
3
+$1.93M
4
MSCC
Microsemi Corp
MSCC
+$1.39M
5
NAVG
Navigators Group Inc
NAVG
+$1.29M

Sector Composition

1 Technology 21.54%
2 Financials 19.26%
3 Industrials 12.93%
4 Consumer Discretionary 12.41%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 1.04%
22,478
+11,151
52
$1.62M 1.04%
15,128
-8,511
53
$1.59M 1.02%
53,345
+12,612
54
$1.56M 1%
67,153
+29,673
55
$1.52M 0.98%
14,981
+6,946
56
$1.52M 0.98%
+23,039
57
$1.52M 0.98%
14,772
+3,244
58
$1.46M 0.94%
22,897
+5,036
59
$1.44M 0.93%
26,837
+6,370
60
$1.43M 0.91%
79,014
+17,562
61
$1.41M 0.91%
26,777
+5,871
62
$1.39M 0.89%
+26,229
63
$1.34M 0.86%
81,651
+19,287
64
$1.32M 0.85%
+25,650
65
$1.31M 0.84%
39,027
+5,542
66
$1.22M 0.79%
1,060
+249
67
$1.21M 0.77%
+73,930
68
$1.18M 0.76%
+29,525
69
$1.12M 0.72%
20,678
+4,885
70
$1.1M 0.7%
135,430
+29,713
71
$1.06M 0.68%
40,817
+9,626
72
$1.03M 0.66%
61,978
+14,642
73
$839K 0.54%
3,812
+1,670
74
$790K 0.51%
+10,511
75
$736K 0.47%
22,530
+3,576
1 2
3
4 5