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
$356M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.55M
3
+$3.52M
4
CNMD icon
CONMED
CNMD
+$3.02M
5
FTDR icon
Frontdoor
FTDR
+$2.75M

Top Sells

1
+$19M
2
+$4.19M
3
+$3.81M
4
NGVT icon
Ingevity
NGVT
+$3.14M
5
LOXO
Loxo Oncology, Inc
LOXO
+$2.85M

Sector Composition

1 Healthcare 14.24%
2 Technology 14.01%
3 Industrials 13.99%
4 Financials 11.96%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.8M 0.51%
+47,744
77
$1.79M 0.5%
100,328
+17,133
78
$1.77M 0.5%
+18,232
79
$1.77M 0.5%
179,281
-64,184
80
$1.76M 0.49%
+36,980
81
$1.65M 0.46%
24,509
-9,737
82
$1.65M 0.46%
86,938
-43,663
83
$1.62M 0.45%
+51,317
84
$1.61M 0.45%
60,009
-38,797
85
$1.57M 0.44%
17,887
+1,597
86
$970K 0.27%
+15,525
87
$963K 0.27%
+13,141
88
$894K 0.25%
+39,905
89
$891K 0.25%
+43,205
90
$884K 0.25%
+5,567
91
$850K 0.24%
+14,250
92
$375K 0.11%
7,564
-24
93
$271K 0.08%
1,951
-17
94
$255K 0.07%
+3,032
95
$254K 0.07%
2,139
-6
96
$224K 0.06%
+2,640
97
$223K 0.06%
+3,221
98
$219K 0.06%
+7,978
99
$217K 0.06%
2,093
-4
100
$215K 0.06%
+3,217
1 2 3
4
5