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
$347M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1 +$7.67M
2 +$5.79M
3 +$5.7M
4
INXN
Interxion Holding N.V.
INXN
+$5.09M
5
HUBS icon
HubSpot
HUBS
+$4.38M

Top Sells

1 +$5.68M
2 +$4.62M
3 +$4.35M
4
STMP
Stamps.com, Inc.
STMP
+$4.13M
5
HTLD icon
Heartland Express
HTLD
+$3.34M

Sector Composition

1 Healthcare 17.34%
2 Financials 16.69%
3 Technology 12.16%
4 Industrials 12.11%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.15M 0.62%
27,389
+4,215
77
$2.06M 0.59%
1,353
+209
78
$1.93M 0.56%
24,387
+3,941
79
$1.93M 0.56%
+92,885
80
$1.81M 0.52%
51,740
+10,829
81
$1.77M 0.51%
22,938
+3,579
82
$1.72M 0.5%
+30,954
83
$1.61M 0.46%
98,993
+15,614
84
$1.5M 0.43%
30,644
+5,474
85
$1.47M 0.42%
37,598
-32,511
86
$1.31M 0.38%
+4,031
87
$1.19M 0.34%
70,935
+4,437
88
$860K 0.25%
+18,200
89
$451K 0.13%
8,848
-480
90
$316K 0.09%
1,971
-105
91
$281K 0.08%
905
-46
92
$278K 0.08%
2,109
-135
93
$248K 0.07%
+5,862
94
$248K 0.07%
+12,137
95
$242K 0.07%
+7,958
96
$240K 0.07%
3,255
-175
97
$230K 0.07%
+3,046
98
$224K 0.06%
+1,817
99
$223K 0.06%
+2,533
100
$219K 0.06%
3,259
-175