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
$331M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$3.39M
3
+$2.16M
4
DECK icon
Deckers Outdoor
DECK
+$2.15M
5
QTS
QTS REALTY TRUST, INC.
QTS
+$2.14M

Top Sells

1
+$45.9M
2
+$5.04M
3
+$4.29M
4
GTLS icon
Chart Industries
GTLS
+$4.2M
5
PFS icon
Provident Financial Services
PFS
+$3.94M

Sector Composition

1 Industrials 17.05%
2 Healthcare 16.63%
3 Technology 15.75%
4 Financials 14.08%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.72M 0.82%
36,647
-60
52
$2.71M 0.82%
72,270
-23,743
53
$2.69M 0.81%
156,657
+56,748
54
$2.68M 0.81%
63,110
-36
55
$2.66M 0.8%
56,262
+31,464
56
$2.65M 0.8%
47,667
+89
57
$2.54M 0.77%
84,785
-89
58
$2.53M 0.76%
60,140
+24
59
$2.49M 0.75%
77,243
+4,977
60
$2.33M 0.7%
15,404
-39
61
$2.3M 0.7%
101,256
-128
62
$2.23M 0.67%
119,631
+445
63
$2.2M 0.66%
19,520
-74
64
$2.19M 0.66%
22,001
+28
65
$2.16M 0.65%
52,569
+52
66
$2.15M 0.65%
+96,288
67
$2.14M 0.65%
125,150
-161
68
$2.07M 0.62%
30,682
-69
69
$1.87M 0.56%
61,536
+2,242
70
$1.86M 0.56%
25,844
+40
71
$1.78M 0.54%
+4,978
72
$1.75M 0.53%
127,887
+38,154
73
$1.7M 0.51%
35,419
+208
74
$1.65M 0.5%
45,003
-126
75
$1.64M 0.49%
26,408
+52
1 2
3
4 5