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Moody Aldrich Partners Portfolio holdings

AUM $557M
1-Year Est. Return 122.79%
This Fund
S&P 500
This Quarter Est. Return
+8.08%
1 Year Est. Return
+122.79%
3 Year Est. Return
+335.86%
5 Year Est. Return
+437.05%
10 Year Est. Return
+2,951.39%
AUM
$391M
AUM Growth
+$35.1M
Cap. Flow
+$15.7M
Cap. Flow %
4%
Top 10 Hldgs %
23.74%
Holding
136
New
34
Increased
67
Reduced
19
Closed
16

Top Buys

Rank Stock Value
1
SWX icon
Southwest Gas
SWX
+$5.64M
2
SJI
South Jersey Industries, Inc.
SJI
+$4.51M
3
EHTH icon
eHealth
EHTH
+$3.9M
4
EXPO icon
Exponent
EXPO
+$3.66M
5
FIVN icon
FIVE9
FIVN
+$3.55M

Top Sells

Rank Stock Value
1
EEFT icon
Euronet Worldwide
EEFT
+$8.94M
2
LHCG
LHC Group LLC
LHCG
+$4.49M
3
COUP
Coupa Software Incorporated
COUP
+$4.33M
4
HUBS icon
HubSpot
HUBS
+$4.07M
5
INXN
Interxion Holding N.V.
INXN
+$3.54M

Sector Composition

Rank Sector Weight
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
LHCG
51
DELISTED
LHC Group LLC
LHCG
$3.3M 0.84%
27,597
-39,769
-59% -$4.49M
EPAY
52
DELISTED
Bottomline Technologies Inc
EPAY
$3.26M 0.83%
73,750
-25,615
-26% -$1.19M
SF
53
Stifel
SF
$12.6B
$3.22M 0.82%
122,535
+3,141
+3% +$80K
PRLB icon
54
Protolabs
PRLB
$2.13B
$3.07M 0.78%
26,447
-17,851
-40% -$1.92M
ENS icon
55
EnerSys
ENS
$6.99B
$2.88M 0.74%
42,025
-12,386
-23% -$810K
BAND
56
Bandwidth Inc
BAND
$1.61B
$2.87M 0.73%
38,217
+9,850
+35% +$719K
LPSN icon
57
LivePerson
LPSN
$32.3M
$2.85M 0.73%
+6,768
New +$2.89M
PSN icon
58
Parsons
PSN
$5.08B
$2.76M 0.7%
+74,770
New +$2.45M
VG
59
DELISTED
Vonage Holdings Corporation
VG
$2.74M 0.7%
241,530
+6,363
+3% +$68.9K
GMED icon
60
Globus Medical
GMED
$11.2B
$2.67M 0.68%
63,193
-41,130
-39% -$1.79M
HAE icon
61
Haemonetics
HAE
$4B
$2.64M 0.68%
21,957
-7,969
-27% -$784K
PUMP icon
62
ProPetro Holding
PUMP
$1.35B
$2.64M 0.67%
127,591
-54,522
-30% -$1.16M
KAI icon
63
Kadant
KAI
$3.99B
$2.63M 0.67%
28,931
+11,044
+62% +$993K
EFOR
64
Everforth Inc
EFOR
$1.32B
$2.6M 0.67%
42,947
+1,157
+3% +$69.5K
AZTA icon
65
Azenta
AZTA
$1.48B
$2.59M 0.66%
66,847
+4,344
+7% +$156K
NOVT icon
66
Novanta
NOVT
$5.92B
$2.43M 0.62%
25,775
+693
+3% +$59.1K
TDOC icon
67
Teladoc Health
TDOC
$1.3B
$2.39M 0.61%
35,945
-34,324
-49% -$2M
WPX
68
DELISTED
WPX Energy, Inc.
WPX
$2.31M 0.59%
+200,431
New +$2.49M
AMN icon
69
AMN Healthcare
AMN
$1.4B
$2.1M 0.54%
38,765
-25,758
-40% -$1.31M
KMT icon
70
Kennametal
KMT
$2.52B
$2.08M 0.53%
56,111
-57,563
-51% -$2.09M
IOVA icon
71
Iovance Biotherapeutics
IOVA
$2.83B
$2.07M 0.53%
+84,405
New +$1.27M
VC icon
72
Visteon
VC
$2.78B
$2.06M 0.53%
35,145
+10,636
+43% +$649K
CNMD icon
73
CONMED
CNMD
$1.47B
$2.04M 0.52%
23,834
-38,745
-62% -$3.18M
GDOT icon
74
Green Dot
GDOT
$745M
$1.98M 0.51%
40,417
-22,988
-36% -$1.25M
AMED
75
DELISTED
Amedisys
AMED
$1.96M 0.5%
16,115
-12,258
-43% -$1.45M
1 2
3
4 5

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Moody Aldrich Partners's Q2 2019 Portfolio in Review

As of Q2 2019, Moody Aldrich Partners held 136 positions worth $391M, up 9.8% from $356M the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Moody Aldrich Partners deployed $15.7M of net new capital in Q2 2019, opening 34 new positions and adding to 67 existing holdings. Its largest new stake was South Jersey Industries, Inc.: 139,468 shares worth $4.7M.

By sector, the portfolio is most concentrated in Industrials at 15% of assets, up from 14% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was LHC Group LLC, an estimated $4.49M trimmed.

  • Moody Aldrich Partners's largest Q2 2019 buy was South Jersey Industries, Inc.: 139,468 shares worth $4.7M.
  • Moody Aldrich Partners added most to Southwest Gas in Q2 2019, an estimated $5.64M increase.
  • Moody Aldrich Partners's biggest Q2 2019 reduction was LHC Group LLC, cutting an estimated $4.49M.
  • Moody Aldrich Partners fully exited Euronet Worldwide in Q2 2019, selling an estimated $8.94M.
  • Moody Aldrich Partners's ten largest holdings make up 24% of its $391M portfolio in Q2 2019.
  • Moody Aldrich Partners opened 34 new positions and closed 16 in Q2 2019.
  • Moody Aldrich Partners's portfolio value rose 9.8% quarter-over-quarter to $391M.

Based on Moody Aldrich Partners's 13F filing for Q2 2019, filed 26 Jul 2019.