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
$391M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$4.99M
3
+$4.7M
4
EXPO icon
Exponent
EXPO
+$3.77M
5
FIVN icon
FIVE9
FIVN
+$3.58M

Top Sells

1
+$8.94M
2
+$4.76M
3
+$4.33M
4
HUBS icon
HubSpot
HUBS
+$4.07M
5
INXN
Interxion Holding N.V.
INXN
+$3.77M

Sector Composition

1 Industrials 15.2%
2 Financials 13.76%
3 Technology 13.4%
4 Healthcare 13.37%
5 Consumer Discretionary 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.93M 0.49%
18,760
+5,619
77
$1.9M 0.49%
26,692
+1,054
78
$1.9M 0.49%
52,732
+1,415
79
$1.84M 0.47%
+71,575
80
$1.84M 0.47%
+39,017
81
$1.84M 0.47%
+50,338
82
$1.56M 0.4%
+65,034
83
$1.39M 0.36%
50,491
+7,286
84
$1.23M 0.32%
41,039
+1,134
85
$1.21M 0.31%
38,994
+31,016
86
$1.18M 0.3%
+33,930
87
$1.11M 0.28%
23,327
+20,331
88
$1.04M 0.26%
15,981
+456
89
$1.01M 0.26%
+23,053
90
$902K 0.23%
33,746
-26,263
91
$849K 0.22%
+28,567
92
$810K 0.21%
+9,403
93
$809K 0.21%
+26,668
94
$752K 0.19%
44,307
+34,383
95
$724K 0.19%
+17,216
96
$594K 0.15%
+6,551
97
$561K 0.14%
+4,026
98
$545K 0.14%
+20,458
99
$537K 0.14%
+19,481
100
$486K 0.12%
+14,121
2 3
4
5 6