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
$588M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$5.04M
3
+$4.84M
4
VKTX icon
Viking Therapeutics
VKTX
+$4.57M
5
FN icon
Fabrinet
FN
+$4.15M

Top Sells

1
+$8.47M
2
+$7.18M
3
+$6.17M
4
ABG icon
Asbury Automotive
ABG
+$5.91M
5
ESE icon
ESCO Technologies
ESE
+$4.49M

Sector Composition

1 Healthcare 17.82%
2 Industrials 15.14%
3 Consumer Discretionary 13.61%
4 Financials 13.51%
5 Technology 13.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.88M 0.83%
86,679
-47,678
52
$4.87M 0.83%
229,661
+26,954
53
$4.8M 0.82%
300,951
-6,961
54
$4.62M 0.79%
110,116
-2,221
55
$4.61M 0.78%
149,222
+24,238
56
$4.61M 0.78%
22,465
-513
57
$4.57M 0.78%
23,332
-11,823
58
$4.57M 0.78%
+55,735
59
$4.47M 0.76%
22,214
-483
60
$4.44M 0.76%
159,744
-3,749
61
$4.29M 0.73%
72,654
-1,651
62
$4.15M 0.71%
+21,962
63
$4.1M 0.7%
24,551
-576
64
$4.03M 0.69%
+59,857
65
$3.99M 0.68%
35,493
+12,695
66
$3.9M 0.66%
+38,392
67
$3.89M 0.66%
77,406
-1,809
68
$3.83M 0.65%
40,258
+12,004
69
$3.8M 0.65%
113,170
-26,269
70
$3.78M 0.64%
+55,905
71
$3.73M 0.63%
20,610
-3,591
72
$3.68M 0.63%
+47,188
73
$3.59M 0.61%
30,486
-694
74
$3.56M 0.6%
20,349
-483
75
$3.54M 0.6%
41,733
-3,514
1 2
3
4 5