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
$509M
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$7.84M
3
+$5.98M
4
SITM icon
SiTime
SITM
+$5.57M
5
RGEN icon
Repligen
RGEN
+$4.65M

Top Sells

1
+$20.3M
2
+$16.1M
3
+$6.93M
4
IBP icon
Installed Building Products
IBP
+$5.02M
5
AIMC
Altra Industrial Motion Corp
AIMC
+$4.79M

Sector Composition

1 Financials 22.17%
2 Technology 18.62%
3 Industrials 14.4%
4 Healthcare 12.35%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.38M 0.86%
70,014
-10,477
52
$4.33M 0.85%
285,397
-54,681
53
$4.29M 0.84%
111,300
-63,748
54
$4.18M 0.82%
63,803
+61,009
55
$4.15M 0.82%
62,915
-11,452
56
$4M 0.79%
138,051
-103,014
57
$3.88M 0.76%
38,569
-5,462
58
$3.85M 0.76%
55,259
+19,504
59
$3.82M 0.75%
+104,667
60
$3.77M 0.74%
29,887
-4,433
61
$3.62M 0.71%
132,289
-25,340
62
$3.6M 0.71%
32,725
-34,887
63
$3.57M 0.7%
+31,413
64
$3.53M 0.69%
29,885
+15,975
65
$3.44M 0.68%
+284,854
66
$3.4M 0.67%
+28,003
67
$3.39M 0.67%
+120,840
68
$3.36M 0.66%
106,798
-81,523
69
$3.31M 0.65%
+58,359
70
$3.09M 0.61%
90,921
+1,828
71
$2.92M 0.57%
22,657
-3,543
72
$2.81M 0.55%
42,267
-6,822
73
$2.73M 0.54%
100,574
-13,644
74
$2.68M 0.53%
+118,087
75
$2.55M 0.5%
184,458
-36,222
1 2
3
4 5