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
$487M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1 +$45.9M
2 +$7.41M
3 +$7.25M
4
WSFS icon
WSFS Financial
WSFS
+$6.04M
5
ICFI icon
ICF International
ICFI
+$5.99M

Top Sells

1 +$5.04M
2 +$4.93M
3 +$4.64M
4
DORM icon
Dorman Products
DORM
+$4.22M
5
VG
Vonage Holdings Corporation
VG
+$4.17M

Sector Composition

1 Industrials 14.37%
2 Healthcare 14.2%
3 Technology 14.06%
4 Financials 13.48%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.92M 0.8%
+23,633
52
$3.91M 0.8%
50,040
+468
53
$3.79M 0.78%
+47,804
54
$3.76M 0.77%
125,311
+2,044
55
$3.75M 0.77%
101,384
+898
56
$3.73M 0.77%
108,565
-4,864
57
$3.72M 0.76%
63,146
+557
58
$3.44M 0.71%
53,636
+29,919
59
$3.43M 0.71%
+59,294
60
$3.31M 0.68%
34,486
+305
61
$3.29M 0.68%
+35,566
62
$3.27M 0.67%
52,517
+1,066
63
$3.24M 0.67%
45,160
-1,594
64
$3.16M 0.65%
+15,472
65
$3.15M 0.65%
36,018
-23,000
66
$3.12M 0.64%
15,443
+273
67
$3.1M 0.64%
19,594
-10,816
68
$3.05M 0.63%
35,211
+465
69
$3.03M 0.62%
36,207
+654
70
$2.98M 0.61%
42,036
-398
71
$2.96M 0.61%
+99,909
72
$2.94M 0.6%
37,639
+523
73
$2.87M 0.59%
66,614
-114,527
74
$2.68M 0.55%
16,073
+136
75
$2.66M 0.55%
23,770
+206