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
$281M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1 +$5.75M
2 +$5.48M
3 +$5.28M
4
WBT
Welbilt, Inc.
WBT
+$4.69M
5
STMP
Stamps.com, Inc.
STMP
+$4.13M

Top Sells

1 +$4.23M
2 +$3.71M
3 +$2.68M
4
MPWR icon
Monolithic Power Systems
MPWR
+$2.51M
5
PEGA icon
Pegasystems
PEGA
+$2.48M

Sector Composition

1 Healthcare 17.48%
2 Financials 14.78%
3 Technology 13.5%
4 Industrials 11.58%
5 Consumer Discretionary 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.52M 0.54%
25,170
+10,760
77
$1.5M 0.53%
+20,446
78
$1.49M 0.53%
+20,583
79
$1.43M 0.51%
+11,977
80
$1.42M 0.5%
+5,072
81
$1.39M 0.5%
+66,498
82
$1.36M 0.48%
+24,759
83
$1.33M 0.47%
+40,911
84
$1.33M 0.47%
+57,272
85
$1.02M 0.36%
22,372
-4,405
86
$946K 0.34%
+83,379
87
$345K 0.12%
9,328
+1,032
88
$275K 0.1%
951
-309
89
$271K 0.1%
2,076
-10
90
$258K 0.09%
2,244
-5
91
$246K 0.09%
+3,430
92
$228K 0.08%
+3,434
93
$223K 0.08%
2,281
-5
94
$219K 0.08%
3,500
-5
95
$212K 0.08%
3,576
-5
96
-40,817
97
-22,897
98
-14,981
99
-78,025
100
-20,836