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
$693M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$8.31M
3
+$7.92M
4
RBC icon
RBC Bearings
RBC
+$6.7M
5
COLB icon
Columbia Banking Systems
COLB
+$6.5M

Top Sells

1
+$7.99M
2
+$7.74M
3
+$6.42M
4
HELE icon
Helen of Troy
HELE
+$5.94M
5
MRTN icon
Marten Transport
MRTN
+$5.79M

Sector Composition

1 Financials 24.54%
2 Industrials 18.24%
3 Technology 15.7%
4 Consumer Discretionary 13.14%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.81M 0.84%
105,576
+4,002
52
$5.64M 0.81%
31,909
-10,659
53
$5.36M 0.77%
113,649
+3,818
54
$5.34M 0.77%
49,012
+805
55
$5.25M 0.76%
50,652
+21,102
56
$5.17M 0.75%
78,297
-5,672
57
$5.08M 0.73%
231,096
+3,683
58
$5.04M 0.73%
+12,934
59
$5.04M 0.73%
45,478
+16,531
60
$4.98M 0.72%
+184,221
61
$4.98M 0.72%
+183,909
62
$4.97M 0.72%
52,075
+806
63
$4.97M 0.72%
87,995
+1,333
64
$4.9M 0.71%
72,038
-19,008
65
$4.64M 0.67%
24,243
+598
66
$4.56M 0.66%
88,811
+1,352
67
$4.53M 0.65%
135,368
-66,601
68
$4.46M 0.64%
92,408
+1,437
69
$4.45M 0.64%
48,975
+799
70
$4.3M 0.62%
62,318
+941
71
$4.25M 0.61%
31,378
+703
72
$3.83M 0.55%
112,341
-87,787
73
$3.77M 0.54%
65,242
-46,036
74
$3.65M 0.53%
138,844
+2,973
75
$3.64M 0.52%
75,508
+1,248
1 2
3
4 5