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
$391M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$5.95M
2 +$4.99M
3 +$4.7M
4
EXPO icon
Exponent
EXPO
+$3.77M
5
FIVN icon
FIVE9
FIVN
+$3.58M

Top Sells

1 +$8.94M
2 +$4.76M
3 +$4.33M
4
HUBS icon
HubSpot
HUBS
+$4.07M
5
INXN
Interxion Holding N.V.
INXN
+$3.77M

Sector Composition

1 Industrials 15.2%
2 Financials 13.76%
3 Technology 13.4%
4 Healthcare 13.37%
5 Consumer Discretionary 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.3M 0.84%
27,597
-39,769
52
$3.26M 0.83%
73,750
-25,615
53
$3.22M 0.82%
81,690
+2,094
54
$3.07M 0.78%
26,447
-17,851
55
$2.88M 0.74%
42,025
-12,386
56
$2.87M 0.73%
38,217
+9,850
57
$2.85M 0.73%
+101,526
58
$2.76M 0.7%
+74,770
59
$2.74M 0.7%
241,530
+6,363
60
$2.67M 0.68%
63,193
-41,130
61
$2.64M 0.68%
21,957
-7,969
62
$2.64M 0.67%
127,591
-54,522
63
$2.63M 0.67%
28,931
+11,044
64
$2.6M 0.67%
42,947
+1,157
65
$2.59M 0.66%
66,847
+4,344
66
$2.43M 0.62%
25,775
+693
67
$2.39M 0.61%
35,945
-34,324
68
$2.31M 0.59%
+200,431
69
$2.1M 0.54%
38,765
-25,758
70
$2.08M 0.53%
56,111
-57,563
71
$2.07M 0.53%
+84,405
72
$2.06M 0.53%
35,145
+10,636
73
$2.04M 0.52%
23,834
-38,745
74
$1.98M 0.51%
40,417
-22,988
75
$1.96M 0.5%
16,115
-12,258