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
$788M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.7M
3
+$9.89M
4
ABG icon
Asbury Automotive
ABG
+$9.01M
5
WSC icon
WillScot Mobile Mini Holdings
WSC
+$7.65M

Top Sells

1
+$7.06M
2
+$4.73M
3
+$4.73M
4
TPIC
TPI Composites
TPIC
+$4.21M
5
PGTI
PGT, Inc.
PGTI
+$4.03M

Sector Composition

1 Technology 20.81%
2 Financials 20.22%
3 Industrials 16.09%
4 Consumer Discretionary 11.17%
5 Healthcare 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.39M 0.56%
45,722
-25,504
77
$4.05M 0.51%
36,414
+5,093
78
$3.85M 0.49%
117,993
-63,629
79
$3.64M 0.46%
75,478
-15,769
80
$3.58M 0.45%
+100,180
81
$3.54M 0.45%
156,041
+22,345
82
$3.4M 0.43%
56,489
-57,568
83
$3.37M 0.43%
35,714
-15,155
84
$3.28M 0.42%
78,277
-41,624
85
$3.06M 0.39%
61,033
-10,952
86
$2.86M 0.36%
134,516
+18,977
87
$2.63M 0.33%
14,634
-9,218
88
$2.52M 0.32%
54,182
89
$2.49M 0.32%
28,631
+4,015
90
$2.46M 0.31%
59,053
-14,055
91
$2.2M 0.28%
+53,631
92
$2.2M 0.28%
+48,762
93
$2.2M 0.28%
44,294
-11,923
94
$2.15M 0.27%
51,949
95
$2.13M 0.27%
87,212
+49,260
96
$2.1M 0.27%
29,669
+9,990
97
$1.85M 0.24%
33,478
+18,014
98
$1.77M 0.22%
38,203
99
$1.76M 0.22%
81,967
+33,261
100
$1.69M 0.21%
51,937
2 3
4
5 6