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
$156M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.63M
3
+$2.25M
4
KMG
KMG Chemicals Inc
KMG
+$2.02M
5
GMED icon
Globus Medical
GMED
+$1.94M

Top Sells

1
+$2.25M
2
+$2.22M
3
+$1.93M
4
MSCC
Microsemi Corp
MSCC
+$1.39M
5
NAVG
Navigators Group Inc
NAVG
+$1.29M

Sector Composition

1 Technology 21.54%
2 Financials 19.26%
3 Industrials 12.93%
4 Consumer Discretionary 12.41%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$735K 0.47%
32,303
-8,303
77
$707K 0.45%
14,410
+3,365
78
$691K 0.44%
+20,836
79
$538K 0.35%
+7,899
80
$313K 0.2%
+8,296
81
$302K 0.19%
1,260
-5
82
$263K 0.17%
3,505
83
$252K 0.16%
2,086
-8
84
$247K 0.16%
2,249
85
$228K 0.15%
3,581
-5
86
$209K 0.13%
2,286
87
– –
-35,701
88
– –
-13,044
89
– –
-21,283
90
– –
-9,290
91
– –
-16,444
92
– –
-31,046
93
– –
-9,733
94
– –
-2,702
95
– –
-16,872
96
– –
-13,729
97
– –
-23,816
98
– –
-54,394
99
– –
-54,385
100
– –
-84,191
1 2 3
4
5