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
$470M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.71M
3
+$7.67M
4
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$6.43M
5
MZTI
The Marzetti Company
MZTI
+$6.16M

Top Sells

1
+$8.07M
2
+$6.07M
3
+$5.85M
4
TREX icon
Trex
TREX
+$5.59M
5
TDOC icon
Teladoc Health
TDOC
+$5.56M

Sector Composition

1 Financials 19.01%
2 Technology 15.3%
3 Industrials 15.08%
4 Healthcare 12.49%
5 Consumer Discretionary 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.48M 0.53%
30,176
-32,030
77
$2.38M 0.51%
93,668
+13,826
78
$2.28M 0.48%
47,035
-73,181
79
$2.25M 0.48%
+19,739
80
$2.24M 0.48%
+81,702
81
$2.19M 0.47%
2,160
+305
82
$2.15M 0.46%
+11,427
83
$2.15M 0.46%
52,691
+7,688
84
$2.1M 0.45%
+21,679
85
$2.06M 0.44%
+24,657
86
$2M 0.43%
27,799
+4,079
87
$1.78M 0.38%
64,755
-20,030
88
$1.72M 0.36%
+109,713
89
$1.63M 0.35%
16,586
-17,822
90
$1.57M 0.33%
47,190
+6,965
91
$1.38M 0.29%
+18,873
92
$1.33M 0.28%
+66,899
93
$1.32M 0.28%
8,481
+1,130
94
$1.29M 0.27%
+55,210
95
$1.25M 0.27%
+42,977
96
$1.25M 0.27%
12,351
+3,475
97
$1.24M 0.26%
23,549
-4,247
98
$1.24M 0.26%
+59,494
99
$1.21M 0.26%
12,709
-2,240
100
$1.18M 0.25%
43,327
+8,040
2 3
4
5 6