MAP

Moody Aldrich Partners Portfolio holdings

AUM $527M
1-Year Est. Return 46.7%
This Quarter Est. Return
1 Year Est. Return
+46.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.6M
3
+$8.1M
4
LHCG
LHC Group LLC
LHCG
+$7.89M
5
ARVN icon
Arvinas
ARVN
+$7.32M

Top Sells

1
+$19M
2
+$13.7M
3
+$12.2M
4
QTS
QTS REALTY TRUST, INC.
QTS
+$9.55M
5
SITE icon
SiteOne Landscape Supply
SITE
+$8.2M

Sector Composition

1 Financials 21%
2 Technology 20.14%
3 Industrials 16.42%
4 Consumer Discretionary 12.02%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.34M 0.89%
86,478
-43,192
52
$6.28M 0.88%
45,667
-14,326
53
$6.22M 0.87%
+77,204
54
$6.15M 0.86%
50,869
-813
55
$6.11M 0.86%
181,622
-2,287
56
$5.97M 0.84%
119,901
-62,204
57
$5.92M 0.83%
61,096
+9,021
58
$5.91M 0.83%
85,823
+23,505
59
$5.79M 0.81%
64,724
-518
60
$5.63M 0.79%
169,259
+112,309
61
$5.51M 0.77%
+133,172
62
$5.43M 0.76%
73,150
-23,939
63
$5.21M 0.73%
154,418
-1,977
64
$5.13M 0.72%
+51,060
65
$5.11M 0.72%
138,677
+88,563
66
$5.05M 0.71%
87,652
-1,159
67
$4.94M 0.69%
44,378
-14,809
68
$4.89M 0.69%
+30,191
69
$4.75M 0.67%
31,505
-404
70
$4.73M 0.66%
48,373
-602
71
$4.71M 0.66%
110,883
-1,458
72
$4.54M 0.64%
+123,503
73
$4.51M 0.63%
+53,863
74
$4.49M 0.63%
71,985
-6,312
75
$4.21M 0.59%
86,886
-1,109
1 2
3
4 5