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
$528M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$6.17M
3
+$5.89M
4
ARCB icon
ArcBest
ARCB
+$5.84M
5
SLG icon
SL Green Realty
SLG
+$5.01M

Top Sells

1
+$6.34M
2
+$5.27M
3
+$5.25M
4
BWXT icon
BWX Technologies
BWXT
+$5.04M
5
TEX icon
Terex
TEX
+$3.95M

Sector Composition

1 Healthcare 16.44%
2 Industrials 14.99%
3 Financials 14.57%
4 Technology 13.45%
5 Energy 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.41M 0.84%
148,255
+22,287
52
$4.19M 0.79%
24,578
+996
53
$4.16M 0.79%
+90,200
54
$4.01M 0.76%
131,163
+5,316
55
$3.9M 0.74%
26,156
+1,077
56
$3.9M 0.74%
30,548
-8,622
57
$3.81M 0.72%
25,410
-10,119
58
$3.75M 0.71%
86,750
+3,142
59
$3.74M 0.71%
67,036
-3,034
60
$3.66M 0.69%
+68,394
61
$3.65M 0.69%
171,748
+6,823
62
$3.64M 0.69%
+49,082
63
$3.63M 0.69%
137,512
+57,639
64
$3.4M 0.64%
+124,220
65
$3.38M 0.64%
24,455
-14,235
66
$3.36M 0.64%
33,871
+1,210
67
$3.34M 0.63%
228,909
-182,870
68
$3.2M 0.61%
273,512
+11,075
69
$3.19M 0.6%
35,695
-12,229
70
$2.88M 0.55%
+346,200
71
$2.82M 0.53%
102,740
-10,400
72
$2.78M 0.53%
94,448
+5,172
73
$2.57M 0.49%
16,870
+696
74
$2.54M 0.48%
+29,576
75
$2.54M 0.48%
31,083
-40,020
1 2
3
4 5