MAP

Moody Aldrich Partners Portfolio holdings

AUM $527M
1-Year Est. Return 46.7%
This Quarter Est. Return
1 Year Est. Return
+46.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.6M
3
+$8.1M
4
LHCG
LHC Group LLC
LHCG
+$7.89M
5
ARVN icon
Arvinas
ARVN
+$7.32M

Top Sells

1
+$19M
2
+$13.7M
3
+$12.2M
4
QTS
QTS REALTY TRUST, INC.
QTS
+$9.55M
5
SITE icon
SiteOne Landscape Supply
SITE
+$8.2M

Sector Composition

1 Financials 21%
2 Technology 20.14%
3 Industrials 16.42%
4 Consumer Discretionary 12.02%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.12M 0.58%
91,247
-1,161
77
$4.03M 0.57%
+173,607
78
$3.91M 0.55%
133,696
-1,672
79
$3.71M 0.52%
23,852
-7,526
80
$3.59M 0.5%
96,237
-1,219
81
$3.17M 0.45%
+24,616
82
$3.15M 0.44%
31,321
-423
83
$3.04M 0.43%
137,075
-1,769
84
$3M 0.42%
115,539
-1,471
85
$2.97M 0.42%
43,980
-585
86
$2.92M 0.41%
65,040
-66,103
87
$2.91M 0.41%
35,012
-422
88
$2.89M 0.41%
74,599
-909
89
$2.88M 0.4%
35,717
-36,321
90
$2.62M 0.37%
56,217
91
$2.45M 0.34%
+54,182
92
$2.45M 0.34%
50,551
93
$2.22M 0.31%
73,108
-952
94
$2.05M 0.29%
38,203
95
$2.04M 0.29%
124,062
-1,578
96
$2.02M 0.28%
51,949
97
$1.92M 0.27%
12,709
98
$1.88M 0.26%
80,005
99
$1.82M 0.26%
11,883
100
$1.76M 0.25%
51,937
+15,239
2 3
4
5 6