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
$305M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$7.38M
3
+$5.97M
4
BCPC
Balchem Corp
BCPC
+$4.59M
5
RBC icon
RBC Bearings
RBC
+$3.73M

Top Sells

1
+$5.21M
2
+$4.71M
3
+$3.4M
4
CDNA icon
CareDx
CDNA
+$3.39M
5
EGHT icon
8x8 Inc
EGHT
+$2.43M

Sector Composition

1 Financials 15.63%
2 Industrials 13.45%
3 Healthcare 13.09%
4 Technology 10.85%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.48M 0.82%
+85,479
52
$2.4M 0.79%
+80,728
53
$2.39M 0.78%
+34,723
54
$2.38M 0.78%
85,416
-2,873
55
$2.35M 0.77%
+93,709
56
$2.17M 0.71%
27,564
-21,017
57
$2.11M 0.69%
171,456
+4,882
58
$2.08M 0.68%
30,941
-3,056
59
$2.06M 0.68%
34,246
-3,290
60
$2.05M 0.67%
130,601
-9,159
61
$2.03M 0.67%
31,286
+6,251
62
$2.03M 0.67%
17,301
-4,545
63
$1.96M 0.64%
71,118
-1,938
64
$1.94M 0.64%
35,509
-2,750
65
$1.91M 0.63%
69,584
-5,330
66
$1.89M 0.62%
54,357
+2,268
67
$1.88M 0.62%
97,416
-4,024
68
$1.79M 0.59%
205,569
-9,333
69
$1.76M 0.58%
26,418
-1,139
70
$1.76M 0.58%
31,568
-1,154
71
$1.69M 0.55%
26,253
+1,866
72
$1.63M 0.54%
17,100
-5,634
73
$1.6M 0.52%
98,806
+5,921
74
$1.55M 0.51%
24,639
-14,883
75
$1.55M 0.51%
83,195
-8,455
1 2
3
4 5