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
$620M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$7.49M
3
+$7.3M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$6.97M
5
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$6.44M

Top Sells

1
+$6.77M
2
+$6.04M
3
+$5.04M
4
ICFI icon
ICF International
ICFI
+$4.83M
5
NOMD icon
Nomad Foods
NOMD
+$4.56M

Sector Composition

1 Financials 21.75%
2 Technology 19.52%
3 Industrials 15.2%
4 Healthcare 13.39%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.47M 0.88%
161,251
-104,108
52
$5.33M 0.86%
247,276
-111,323
53
$5.25M 0.85%
77,421
-67
54
$5.22M 0.84%
155,778
-40,427
55
$5.18M 0.84%
+201,969
56
$5.09M 0.82%
422,913
-680
57
$5.05M 0.82%
111,278
+9,569
58
$5.04M 0.81%
23,645
-332
59
$4.98M 0.8%
48,207
+68
60
$4.96M 0.8%
132,920
-2,147
61
$4.9M 0.79%
90,971
+104
62
$4.89M 0.79%
78,905
-956
63
$4.86M 0.78%
101,574
-59,874
64
$4.77M 0.77%
87,459
+66
65
$4.69M 0.76%
101,161
+35,454
66
$4.61M 0.74%
128,301
+133
67
$4.6M 0.74%
+191,682
68
$4.57M 0.74%
86,662
-31,936
69
$4.42M 0.71%
61,377
+65
70
$4.31M 0.7%
+109,831
71
$4.28M 0.69%
51,269
+48
72
$4.21M 0.68%
49,837
+809
73
$4M 0.65%
48,176
-42,968
74
$3.87M 0.63%
83,284
+87
75
$3.86M 0.62%
+74,260
1 2
3
4 5