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
$58.4M
AUM Growth
-$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1 +$688K
2 +$666K
3 +$621K
4
BKH icon
Black Hills Corp
BKH
+$521K
5
COHR
Coherent Inc
COHR
+$505K

Top Sells

1 +$3.22M
2 +$2.9M
3 +$2.69M
4
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$2.58M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$2.58M

Sector Composition

1 Financials 18.87%
2 Technology 17.63%
3 Industrials 14.08%
4 Consumer Discretionary 13.9%
5 Healthcare 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$344K 0.59%
5,515
-10,830
77
$322K 0.55%
22,455
-44,135
78
$308K 0.53%
21,930
-43,117
79
$302K 0.52%
3,945
-12,280
80
$285K 0.49%
4,985
-9,805
81
$272K 0.47%
15,550
-30,550
82
$267K 0.46%
21,255
-41,785
83
$259K 0.44%
5,310
-20,595
84
$256K 0.44%
6,595
-10,965
85
$245K 0.42%
+4,040
86
$242K 0.41%
4,530
-17,455
87
$238K 0.41%
1,277
-427
88
$218K 0.37%
6,125
-12,145
89
$200K 0.34%
2,170
-130
90
-40,945
91
-4,569
92
-41,825
93
-32,715
94
-5,870
95
-2,260
96
-9,665
97
-22,420
98
-48,355