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
$487M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1 +$45.9M
2 +$7.41M
3 +$7.25M
4
WSFS icon
WSFS Financial
WSFS
+$6.04M
5
ICFI icon
ICF International
ICFI
+$5.99M

Top Sells

1 +$5.04M
2 +$4.93M
3 +$4.64M
4
DORM icon
Dorman Products
DORM
+$4.22M
5
VG
Vonage Holdings Corporation
VG
+$4.17M

Sector Composition

1 Industrials 14.37%
2 Healthcare 14.2%
3 Technology 14.06%
4 Financials 13.48%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.59M 0.53%
+75,705
77
$2.59M 0.53%
30,751
+885
78
$2.52M 0.52%
21,973
+197
79
$2.52M 0.52%
+18,145
80
$2.42M 0.5%
38,764
+354
81
$2.41M 0.5%
+71,440
82
$2.35M 0.48%
84,874
+1,311
83
$2.31M 0.47%
+27,994
84
$2.27M 0.47%
30,595
+7,337
85
$2.25M 0.46%
45,129
+704
86
$2.21M 0.45%
23,204
+401
87
$2.12M 0.43%
+26,356
88
$1.96M 0.4%
46,645
-19,570
89
$1.94M 0.4%
+25,804
90
$1.89M 0.39%
72,266
-4,026
91
$1.88M 0.39%
24,798
-47,467
92
$1.76M 0.36%
+79,961
93
$1.7M 0.35%
50,412
+447
94
$1.63M 0.34%
13,084
-571
95
$1.48M 0.31%
18,522
-736
96
$1.45M 0.3%
89,733
+20,104
97
$1.19M 0.24%
23,327
98
$1.09M 0.22%
10,580
99
$1.04M 0.21%
34,168
-4,826
100
$967K 0.2%
+15,317