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
$693M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$8.31M
3
+$7.92M
4
RBC icon
RBC Bearings
RBC
+$6.7M
5
COLB icon
Columbia Banking Systems
COLB
+$6.5M

Top Sells

1
+$7.99M
2
+$7.74M
3
+$6.42M
4
HELE icon
Helen of Troy
HELE
+$5.94M
5
MRTN icon
Marten Transport
MRTN
+$5.79M

Sector Composition

1 Financials 24.54%
2 Industrials 18.24%
3 Technology 15.7%
4 Consumer Discretionary 13.14%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.33M 0.48%
31,744
+942
77
$3.27M 0.47%
+2,168
78
$3M 0.43%
100,553
+38,696
79
$2.98M 0.43%
26,180
+448
80
$2.96M 0.43%
59,384
-160,443
81
$2.85M 0.41%
22,479
-15,675
82
$2.84M 0.41%
63,423
+1,358
83
$2.77M 0.4%
125,640
+2,001
84
$2.72M 0.39%
35,434
+13,534
85
$2.64M 0.38%
117,010
-130,266
86
$2.57M 0.37%
14,180
-7,865
87
$2.52M 0.36%
44,565
+952
88
$2.49M 0.36%
97,456
+1,438
89
$2.25M 0.32%
56,217
90
$2.21M 0.32%
74,060
+1,067
91
$2.18M 0.31%
70,598
92
$2.16M 0.31%
+56,950
93
$2.06M 0.3%
50,551
94
$1.96M 0.28%
2,256
+33
95
$1.95M 0.28%
38,203
+15,003
96
$1.94M 0.28%
80,005
+34,557
97
$1.94M 0.28%
12,709
98
$1.88M 0.27%
+134,608
99
$1.83M 0.26%
35,800
+640
100
$1.82M 0.26%
+25,952
2 3
4
5 6