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
$123M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.88M
3
+$1.55M
4
ECOL
US Ecology, Inc.
ECOL
+$1.26M
5
NWE icon
NorthWestern Energy
NWE
+$1.22M

Top Sells

1
+$1.97M
2
+$1.52M
3
+$1.49M
4
WAL icon
Western Alliance Bancorporation
WAL
+$1.13M
5
BKU icon
Bankunited
BKU
+$965K

Sector Composition

1 Technology 21.33%
2 Financials 17.48%
3 Consumer Discretionary 13.85%
4 Industrials 12.39%
5 Real Estate 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$746K 0.6%
11,327
+2,347
77
$666K 0.54%
2,142
+407
78
$590K 0.48%
21,283
+4,441
79
$569K 0.46%
11,045
+2,304
80
$478K 0.39%
10,461
-1,565
81
$476K 0.39%
+9,733
82
$367K 0.3%
54,385
-20,164
83
$296K 0.24%
1,265
-2
84
$252K 0.2%
3,505
-5
85
$245K 0.2%
2,094
-11
86
$220K 0.18%
3,586
-8
87
$212K 0.17%
+2,286
88
$210K 0.17%
2,702
-19,554
89
$204K 0.17%
+2,249
90
– –
-27,136
91
– –
-6,367
92
– –
-10,010
93
– –
-13,912
94
– –
-26,021
95
– –
-6,862
96
– –
-5,973
97
– –
-5,292
98
– –
-21,208
99
– –
-1,994
100
– –
-9,771
1 2 3
4
5