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
$540M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.43M
3
+$4.36M
4
BOOT icon
Boot Barn
BOOT
+$4.23M
5
AROC icon
Archrock
AROC
+$3.97M

Top Sells

1
+$9.59M
2
+$7.55M
3
+$7.33M
4
ALTR
Altair Engineering Inc
ALTR
+$7.19M
5
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$4.87M

Sector Composition

1 Financials 23.65%
2 Healthcare 14.74%
3 Industrials 14.55%
4 Technology 12.45%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.45M 0.82%
66,179
-142,729
52
$4.43M 0.82%
+51,786
53
$4.41M 0.82%
94,942
-157,810
54
$4.4M 0.82%
45,897
-10,998
55
$4.36M 0.81%
+66,289
56
$4.32M 0.8%
26,051
-788
57
$4.31M 0.8%
52,686
-1,483
58
$4.28M 0.79%
77,783
-67,780
59
$4.25M 0.79%
116,098
-5,828
60
$4.21M 0.78%
29,225
-5,276
61
$4.13M 0.76%
92,897
-2,831
62
$4.01M 0.74%
67,784
-38,957
63
$3.97M 0.73%
+159,355
64
$3.95M 0.73%
+26,565
65
$3.9M 0.72%
+125,135
66
$3.85M 0.71%
+105,411
67
$3.84M 0.71%
41,131
-1,134
68
$3.82M 0.71%
45,138
-15,506
69
$3.81M 0.7%
113,316
-3,257
70
$3.79M 0.7%
102,577
-94,270
71
$3.63M 0.67%
20,729
+4,568
72
$3.48M 0.65%
+56,317
73
$3.23M 0.6%
21,145
-581
74
$3.22M 0.6%
35,988
-2,383
75
$3.08M 0.57%
38,497
-1,166
1 2
3
4 5