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
$155M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.67M
3
+$2.47M
4
IDTI
Integrated Device Technology I
IDTI
+$2.17M
5
KMT icon
Kennametal
KMT
+$1.83M

Top Sells

1
+$1.74M
2
+$1.58M
3
+$1.51M
4
GMED icon
Globus Medical
GMED
+$1.43M
5
YDKN
Yadkin Financial Corporation
YDKN
+$1.41M

Sector Composition

1 Financials 21.39%
2 Technology 18.26%
3 Consumer Discretionary 14.27%
4 Industrials 14.15%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$832K 0.54%
18,270
-430
77
$806K 0.52%
1,833
-48
78
$783K 0.5%
22,420
-500
79
$743K 0.48%
40,945
-37,615
80
$743K 0.48%
17,560
-14,490
81
$724K 0.47%
63,040
-90,605
82
$680K 0.44%
9,665
+5,135
83
$675K 0.44%
15,060
-365
84
$610K 0.39%
46,100
-1,030
85
$293K 0.19%
+1,704
86
$216K 0.14%
4,569
-363
87
$204K 0.13%
+2,300
88
$201K 0.13%
2,260
-180
89
– –
-19,110
90
– –
-78,625
91
– –
-21,835
92
– –
-26,590
93
– –
-20,942
94
– –
-49,595
95
– –
-63,360
96
– –
-18,350
97
– –
-20,115
98
– –
-16,995
99
– –
-12,600
100
– –
-37,635
1 2 3
4
5