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
$305M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1 +$19M
2 +$7.38M
3 +$5.97M
4
BCPC
Balchem Corp
BCPC
+$4.59M
5
RBC icon
RBC Bearings
RBC
+$3.73M

Top Sells

1 +$5.21M
2 +$4.71M
3 +$3.4M
4
CDNA icon
CareDx
CDNA
+$3.39M
5
EGHT icon
8x8 Inc
EGHT
+$2.43M

Sector Composition

1 Financials 15.63%
2 Industrials 13.45%
3 Healthcare 13.09%
4 Technology 10.85%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.52M 0.5%
106,932
-86,058
77
$1.52M 0.5%
33,185
+2,231
78
$1.48M 0.49%
56,606
+4,866
79
$1.47M 0.48%
126,850
-75,030
80
$1.42M 0.46%
127,471
-120,432
81
$1.41M 0.46%
+18,370
82
$1.33M 0.44%
+16,290
83
$869K 0.29%
29,195
-1,449
84
$275K 0.09%
7,588
-1,260
85
$249K 0.08%
1,968
-3
86
$226K 0.07%
+3,410
87
$224K 0.07%
5,862
88
$218K 0.07%
2,145
-11
89
$217K 0.07%
7,958
90
$210K 0.07%
12,137
91
$202K 0.07%
2,097
-12
92
$166K 0.05%
6,227
+1,149
93
-22,938
94
-4,031
95
-27,389
96
-117,526
97
-367,166
98
-114,429
99
-3,430
100
-98,993