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
$470M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.71M
3
+$7.67M
4
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$6.43M
5
MZTI
The Marzetti Company
MZTI
+$6.16M

Top Sells

1
+$8.07M
2
+$6.07M
3
+$5.85M
4
TREX icon
Trex
TREX
+$5.59M
5
TDOC icon
Teladoc Health
TDOC
+$5.56M

Sector Composition

1 Financials 19.01%
2 Technology 15.3%
3 Industrials 15.08%
4 Healthcare 12.49%
5 Consumer Discretionary 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.02M 0.86%
+98,500
52
$3.97M 0.84%
46,967
+7,021
53
$3.69M 0.78%
112,614
+16,326
54
$3.65M 0.78%
42,487
+5,840
55
$3.65M 0.78%
61,168
+8,599
56
$3.56M 0.76%
71,456
+10,446
57
$3.53M 0.75%
+48,541
58
$3.53M 0.75%
74,027
+10,917
59
$3.5M 0.74%
+163,170
60
$3.48M 0.74%
+109,333
61
$3.38M 0.72%
30,298
+4,454
62
$3.37M 0.72%
87,368
-121,249
63
$3.36M 0.71%
22,690
+8,987
64
$3.35M 0.71%
75,647
+29,112
65
$3.33M 0.71%
49,983
+7,271
66
$3.31M 0.7%
+63,745
67
$3.27M 0.7%
+591,687
68
$3.25M 0.69%
55,422
-840
69
$3.22M 0.69%
+54,546
70
$3.19M 0.68%
+30,691
71
$3.14M 0.67%
59,656
+22,807
72
$3.11M 0.66%
+37,557
73
$2.94M 0.63%
59,002
+8,659
74
$2.92M 0.62%
149,449
-24,194
75
$2.74M 0.58%
40,033
+4,614
1 2
3
4 5