MAP

Moody Aldrich Partners Portfolio holdings

AUM $517M
This Quarter Return
+8.85%
1 Year Return
+38.15%
3 Year Return
+181.18%
5 Year Return
+335.56%
10 Year Return
–
AUM
$478M
AUM Growth
+$478M
Cap. Flow
-$2.09M
Cap. Flow %
-0.44%
Top 10 Hldgs %
18.63%
Holding
191
New
31
Increased
72
Reduced
34
Closed
38

Top Buys

1
FOCS
Focus Financial Partners Inc. Class A
FOCS
$8.69M
2
KAR icon
Openlane
KAR
$4.96M
3
IBP icon
Installed Building Products
IBP
$4.85M
4
REGI
Renewable Energy Group, Inc.
REGI
$4.48M
5
REAL icon
The RealReal
REAL
$4.17M

Top Sells

1
CCMP
CMC Materials, Inc. Common Stock
CCMP
$7.95M
2
CXT icon
Crane NXT
CXT
$6.62M
3
CLGX
Corelogic, Inc.
CLGX
$5.94M
4
AUB icon
Atlantic Union Bankshares
AUB
$5.82M
5
HPP
Hudson Pacific Properties
HPP
$5.2M

Sector Composition

1 Financials 18.39%
2 Technology 17.37%
3 Industrials 14.26%
4 Consumer Discretionary 13.35%
5 Healthcare 12.53%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VC icon
76
Visteon
VC
$3.35B
$2.84M 0.59%
41,025
+992
+2% +$68.7K
AIN icon
77
Albany International
AIN
$1.79B
$2.81M 0.59%
56,773
+1,351
+2% +$66.9K
QTRX icon
78
Quanterix
QTRX
$202M
$2.81M 0.59%
83,197
+1,495
+2% +$50.4K
IGMS
79
DELISTED
IGM Biosciences
IGMS
$2.79M 0.58%
37,737
+18,864
+100% +$1.39M
FIX icon
80
Comfort Systems
FIX
$24.7B
$2.78M 0.58%
54,003
+1,312
+2% +$67.6K
KMT icon
81
Kennametal
KMT
$1.63B
$2.56M 0.54%
88,591
-82,977
-48% -$2.4M
EBS icon
82
Emergent Biosolutions
EBS
$418M
$2.45M 0.51%
23,696
+12,094
+104% +$1.25M
KRTX
83
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
$2.4M 0.5%
30,970
+672
+2% +$52K
NVAX icon
84
Novavax
NVAX
$1.2B
$2.39M 0.5%
22,061
-2,596
-11% -$281K
VIVO
85
DELISTED
Meridian Bioscience Inc
VIVO
$2.32M 0.49%
136,650
+81,440
+148% +$1.38M
FGEN icon
86
FibroGen
FGEN
$48.4M
$2.28M 0.48%
55,523
+1,522
+3% +$62.7K
IOVA icon
87
Iovance Biotherapeutics
IOVA
$800M
$2.16M 0.45%
65,707
+952
+1% +$31.3K
RARE icon
88
Ultragenyx Pharmaceutical
RARE
$3.04B
$2.11M 0.44%
+25,672
New +$2.11M
SYNA icon
89
Synaptics
SYNA
$2.62B
$2.11M 0.44%
+26,228
New +$2.11M
DRNA
90
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
$1.73M 0.36%
95,971
+2,303
+2% +$41.4K
ZYME icon
91
Zymeworks
ZYME
$1.07B
$1.53M 0.32%
32,824
+787
+2% +$36.7K
AB icon
92
AllianceBernstein
AB
$4.37B
$1.52M 0.32%
56,217
+12,890
+30% +$349K
EHTH icon
93
eHealth
EHTH
$126M
$1.34M 0.28%
17,014
+428
+3% +$33.8K
SYF icon
94
Synchrony
SYF
$28.1B
$1.32M 0.28%
50,551
+12,558
+33% +$329K
RS icon
95
Reliance Steel & Aluminium
RS
$15.2B
$1.3M 0.27%
12,709
– –
RHI icon
96
Robert Half
RHI
$3.78B
$1.25M 0.26%
23,549
– –
LAZ icon
97
Lazard
LAZ
$5.19B
$1.23M 0.26%
37,063
+11,898
+47% +$393K
THG icon
98
Hanover Insurance
THG
$6.35B
$1.15M 0.24%
12,351
– –
CCXI
99
DELISTED
ChemoCentryx, Inc.
CCXI
$1.12M 0.23%
+20,499
New +$1.12M
DFS
100
DELISTED
Discover Financial Services
DFS
$1.12M 0.23%
19,298
– –
2 3
4
5 6