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
$356M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.55M
3
+$3.52M
4
CNMD icon
CONMED
CNMD
+$3.02M
5
FTDR icon
Frontdoor
FTDR
+$2.75M

Top Sells

1
+$19M
2
+$4.19M
3
+$3.81M
4
NGVT icon
Ingevity
NGVT
+$3.14M
5
LOXO
Loxo Oncology, Inc
LOXO
+$2.85M

Sector Composition

1 Healthcare 14.24%
2 Technology 14.01%
3 Industrials 13.99%
4 Financials 11.96%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.39M 0.95%
175,721
+27,184
52
$3.17M 0.89%
103,100
+22,372
53
$3.04M 0.85%
64,523
+1,122
54
$2.85M 0.8%
37,692
+6,406
55
$2.8M 0.79%
79,596
+8,478
56
$2.8M 0.79%
95,177
+1,468
57
$2.75M 0.77%
+79,974
58
$2.65M 0.74%
41,790
+6,281
59
$2.62M 0.73%
29,926
+451
60
$2.61M 0.73%
51,227
+18,042
61
$2.56M 0.72%
+37,127
62
$2.54M 0.71%
128,390
+1,540
63
$2.48M 0.69%
151,080
+23,609
64
$2.46M 0.69%
30,441
+2,877
65
$2.36M 0.66%
235,167
+29,598
66
$2.31M 0.65%
64,729
-20,687
67
$2.19M 0.61%
35,763
+4,195
68
$2.13M 0.6%
25,082
+443
69
$2.01M 0.56%
25,638
-11,946
70
$1.96M 0.55%
26,510
-51,375
71
$1.91M 0.54%
78,305
-28,627
72
$1.9M 0.53%
+28,367
73
$1.88M 0.53%
+27,969
74
$1.83M 0.51%
62,503
+5,897
75
$1.81M 0.51%
+61,058
1 2
3
4 5