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
$486M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.27M
3
+$9.16M
4
BRBR icon
BellRing Brands
BRBR
+$6.86M
5
NJR icon
New Jersey Resources
NJR
+$6.12M

Top Sells

1
+$8.53M
2
+$7.81M
3
+$7.41M
4
SLAB icon
Silicon Laboratories
SLAB
+$6.52M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.98M

Sector Composition

1 Financials 18.35%
2 Industrials 16.43%
3 Healthcare 15.01%
4 Technology 14.21%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.29M 0.88%
+61,474
52
$4.25M 0.88%
173,574
-382
53
$4.22M 0.87%
253,835
-158,718
54
$4.21M 0.87%
112,099
+799
55
$4.18M 0.86%
51,151
-21,515
56
$4.14M 0.85%
268,918
+9,316
57
$4.07M 0.84%
136,816
+4,527
58
$4.01M 0.83%
141,579
+3,528
59
$3.77M 0.78%
13,575
-26,653
60
$3.75M 0.77%
104,490
-177
61
$3.57M 0.73%
120,891
+51
62
$3.43M 0.71%
15,239
-4,681
63
$3.42M 0.7%
22,735
+78
64
$3.28M 0.68%
23,322
-17,102
65
$3.25M 0.67%
+199,550
66
$2.73M 0.56%
106,800
-178,291
67
$2.68M 0.55%
109,865
-49,011
68
$2.41M 0.5%
30,458
+87
69
$2.33M 0.48%
+227,989
70
$2.31M 0.47%
+128,545
71
$2.29M 0.47%
100,820
-83,638
72
$2.27M 0.47%
37,968
-4,299
73
$2.25M 0.46%
40,121
-23,682
74
$2.23M 0.46%
68,303
-22,618
75
$2.22M 0.46%
34,674
-20,585
1 2
3
4 5