MAP

Moody Aldrich Partners Portfolio holdings

AUM $536M
1-Year Est. Return 66.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.26M
3
+$4.99M
4
CWST icon
Casella Waste Systems
CWST
+$4.62M
5
MOD icon
Modine Manufacturing
MOD
+$4.32M

Top Sells

1
+$8.42M
2
+$6.57M
3
+$6.39M
4
COOP
Mr. Cooper
COOP
+$6.34M
5
HALO icon
Halozyme
HALO
+$6.17M

Sector Composition

1 Financials 20.97%
2 Technology 16.81%
3 Healthcare 15.05%
4 Industrials 14.97%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.58M 0.89%
30,115
-8,401
52
$4.55M 0.88%
81,129
+15,639
53
$4.44M 0.86%
27,882
-425
54
$4.4M 0.85%
97,429
-1,475
55
$4.39M 0.85%
108,151
-1,642
56
$4.37M 0.85%
177,045
+41,987
57
$4.33M 0.84%
14,684
+1,560
58
$4.28M 0.83%
117,469
-1,812
59
$4.28M 0.83%
+92,040
60
$4.26M 0.83%
134,911
-2,079
61
$4.12M 0.8%
95,435
-1,480
62
$4.06M 0.79%
27,227
-49,471
63
$3.96M 0.77%
137,796
-2,109
64
$3.59M 0.7%
99,523
-1,544
65
$3.51M 0.68%
49,979
+12,042
66
$3.48M 0.67%
41,517
+11,707
67
$3.47M 0.67%
19,219
+6,199
68
$3.44M 0.67%
14,416
+4,025
69
$3.43M 0.66%
32,262
-10,298
70
$3.22M 0.62%
25,264
+6,673
71
$3.18M 0.61%
72,636
-1,122
72
$3.13M 0.61%
22,327
-14,680
73
$3.08M 0.6%
109,975
-1,677
74
$3.02M 0.58%
39,236
-603
75
$3.02M 0.58%
+290,492
1 2
3
4 5