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
$376M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.44M
3
+$4.19M
4
GTLS icon
Chart Industries
GTLS
+$3.44M
5
RGEN icon
Repligen
RGEN
+$3.27M

Top Sells

1
+$5.82M
2
+$4.35M
3
+$4.34M
4
AVNS icon
Avanos Medical
AVNS
+$4.09M
5
KALU icon
Kaiser Aluminum
KALU
+$3.96M

Sector Composition

1 Industrials 16.17%
2 Financials 14.41%
3 Technology 13.86%
4 Consumer Discretionary 12.95%
5 Healthcare 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.87M 0.5%
+13,655
77
$1.84M 0.49%
19,655
-35,589
78
$1.84M 0.49%
46,754
-619
79
$1.75M 0.46%
+51,451
80
$1.7M 0.45%
+76,292
81
$1.64M 0.44%
49,965
-526
82
$1.54M 0.41%
23,717
-14,500
83
$1.52M 0.4%
83,563
-842
84
$1.48M 0.39%
73,085
+1,510
85
$1.42M 0.38%
+19,258
86
$1.34M 0.36%
+69,629
87
$1.33M 0.35%
+23,258
88
$1.29M 0.34%
38,994
89
$1.16M 0.31%
23,327
90
$979K 0.26%
33,930
91
$963K 0.26%
10,580
+4,029
92
$962K 0.26%
40,670
-369
93
$841K 0.22%
9,403
94
$765K 0.2%
17,216
95
$709K 0.19%
44,307
96
$703K 0.19%
5,964
+1,938
97
$636K 0.17%
21,670
-6,897
98
$622K 0.17%
5,447
+1,426
99
$598K 0.16%
4,620
+1,497
100
$559K 0.15%
+10,348
2 3
4
5 6