MAP

Moody Aldrich Partners Portfolio holdings

AUM $527M
1-Year Est. Return 46.7%
This Quarter Est. Return
1 Year Est. Return
+46.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.2M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.24M
3
+$1.08M
4
AERI
Aerie Pharmaceuticals
AERI
+$1.05M
5
WTFC icon
Wintrust Financial
WTFC
+$962K

Top Sells

1
+$1.55M
2
+$1.11M
3
+$853K
4
ISBC
Investors Bancorp, Inc.
ISBC
+$846K
5
POR icon
Portland General Electric
POR
+$842K

Sector Composition

1 Technology 21.74%
2 Financials 15.72%
3 Healthcare 12.59%
4 Consumer Discretionary 11.89%
5 Industrials 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$552K 0.57%
1,735
+202
77
$539K 0.55%
+12,026
78
$472K 0.49%
10,010
-7,445
79
$470K 0.48%
+8,701
80
$469K 0.48%
1,994
-1,172
81
$450K 0.46%
8,980
-2,355
82
$429K 0.44%
8,741
+1,136
83
$411K 0.42%
5,973
+753
84
$397K 0.41%
9,771
+1,086
85
$379K 0.39%
14,665
+1,975
86
$339K 0.35%
6,367
+818
87
$283K 0.29%
7,134
+109
88
$237K 0.24%
1,267
89
$216K 0.22%
2,105
90
$214K 0.22%
3,594
-20
91
$214K 0.22%
+3,510
92
– –
-9,130
93
– –
-7,405
94
– –
-8,450
95
– –
-41,775
96
– –
-6,240
97
– –
-30,930
98
– –
-33,005
99
– –
-18,420
100
– –
-2,290
1 2 3
4
5