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
$376M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$7.09M
2 +$5.44M
3 +$4.19M
4
GTLS icon
Chart Industries
GTLS
+$3.44M
5
RGEN icon
Repligen
RGEN
+$3.27M

Top Sells

1 +$5.82M
2 +$4.35M
3 +$4.34M
4
AVNS icon
Avanos Medical
AVNS
+$4.09M
5
KALU icon
Kaiser Aluminum
KALU
+$3.96M

Sector Composition

1 Industrials 16.17%
2 Financials 14.41%
3 Technology 13.86%
4 Consumer Discretionary 12.95%
5 Healthcare 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.08M 0.82%
+39,257
52
$3.06M 0.81%
49,572
-55,999
53
$2.96M 0.79%
62,966
-56,552
54
$2.96M 0.79%
15,170
-20,012
55
$2.93M 0.78%
37,116
-41,040
56
$2.87M 0.76%
34,746
-399
57
$2.75M 0.73%
21,776
-181
58
$2.67M 0.71%
+25,798
59
$2.67M 0.71%
42,434
-513
60
$2.51M 0.67%
28,592
-339
61
$2.49M 0.66%
49,830
-508
62
$2.45M 0.65%
66,215
-632
63
$2.41M 0.64%
35,553
-392
64
$2.28M 0.61%
34,181
-23,811
65
$2.27M 0.6%
23,564
-270
66
$2.23M 0.59%
+29,866
67
$2.22M 0.59%
19,585
-8,012
68
$2.21M 0.59%
38,410
-355
69
$2.19M 0.58%
+102,136
70
$2.09M 0.56%
15,937
-178
71
$2.02M 0.54%
66,452
-61,766
72
$1.97M 0.52%
+44,425
73
$1.95M 0.52%
+31,915
74
$1.92M 0.51%
18,843
-7,604
75
$1.91M 0.51%
+22,803