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
$494M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$7.69M
3
+$7.31M
4
MGRC icon
McGrath RentCorp
MGRC
+$6.85M
5
CLH icon
Clean Harbors
CLH
+$4.61M

Top Sells

1
+$5.41M
2
+$4.92M
3
+$4.25M
4
CNS icon
Cohen & Steers
CNS
+$4.2M
5
WWW icon
Wolverine World Wide
WWW
+$4.14M

Sector Composition

1 Industrials 18.3%
2 Financials 16.9%
3 Healthcare 13.86%
4 Technology 12.03%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.27M 0.87%
20,785
+7,210
52
$4.25M 0.86%
92,833
-2,257
53
$4.22M 0.85%
117,879
-3,012
54
$4.2M 0.85%
30,892
-7,060
55
$4.02M 0.82%
52,146
-70,115
56
$3.92M 0.79%
49,186
-1,965
57
$3.9M 0.79%
+35,985
58
$3.9M 0.79%
162,978
-10,480
59
$3.86M 0.78%
+71,712
60
$3.76M 0.76%
44,821
-19,194
61
$3.55M 0.72%
18,055
+2,816
62
$3.51M 0.71%
69,867
-34,623
63
$3.42M 0.69%
+49,989
64
$3.32M 0.67%
35,901
-26,527
65
$3.22M 0.65%
63,841
+3,784
66
$3.1M 0.63%
46,095
+8,127
67
$2.98M 0.6%
95,310
-37,160
68
$2.91M 0.59%
+16,688
69
$2.69M 0.55%
36,974
-1,713
70
$2.64M 0.54%
192,764
-73,165
71
$2.6M 0.53%
+79,250
72
$2.53M 0.51%
124,473
-129,362
73
$2.52M 0.51%
206,090
-89,150
74
$2.49M 0.51%
39,613
-49,818
75
$2.49M 0.5%
+91,437
1 2
3
4 5