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
$515M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$4.95M
3
+$4.92M
4
ONTO icon
Onto Innovation
ONTO
+$4.56M
5
RMBS icon
Rambus
RMBS
+$4.5M

Top Sells

1
+$6.24M
2
+$6.22M
3
+$5.52M
4
RBC icon
RBC Bearings
RBC
+$5.11M
5
FIX icon
Comfort Systems
FIX
+$5.11M

Sector Composition

1 Industrials 17.03%
2 Healthcare 16.2%
3 Technology 15.93%
4 Financials 12.61%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.91M 0.76%
25,079
-13
52
$3.87M 0.75%
23,582
-31,123
53
$3.87M 0.75%
+204,856
54
$3.83M 0.74%
83,608
-245
55
$3.82M 0.74%
125,968
+27,607
56
$3.67M 0.71%
+211,493
57
$3.67M 0.71%
77,600
-46,791
58
$3.54M 0.69%
32,661
-31
59
$3.53M 0.69%
262,437
+60,355
60
$3.51M 0.68%
41,863
+1,903
61
$3.46M 0.67%
+153,455
62
$3.46M 0.67%
59,876
-154
63
$3.44M 0.67%
+79,042
64
$3.43M 0.67%
54,340
+12,545
65
$3.35M 0.65%
125,847
-305
66
$3.31M 0.64%
120,803
-55,887
67
$3.26M 0.63%
56,166
-200
68
$3.15M 0.61%
194,470
-9,356
69
$3.15M 0.61%
71,272
-54,605
70
$3.07M 0.6%
32,453
-99
71
$3.05M 0.59%
41,391
-72
72
$2.91M 0.57%
89,276
-270
73
$2.82M 0.55%
+113,140
74
$2.77M 0.54%
106,455
-7,838
75
$2.72M 0.53%
38,208
-27,188
1 2
3
4 5