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
$486M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.27M
3
+$9.16M
4
BRBR icon
BellRing Brands
BRBR
+$6.86M
5
NJR icon
New Jersey Resources
NJR
+$6.12M

Top Sells

1
+$8.53M
2
+$7.81M
3
+$7.41M
4
SLAB icon
Silicon Laboratories
SLAB
+$6.52M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.98M

Sector Composition

1 Financials 18.35%
2 Industrials 16.43%
3 Healthcare 15.01%
4 Technology 14.21%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.17M 0.45%
+69,095
77
$2.16M 0.44%
+79,984
78
$2.16M 0.44%
50,368
-99,626
79
$2.15M 0.44%
36,253
-17
80
$2.1M 0.43%
181,367
81
$2.04M 0.42%
38,687
-48,367
82
$2M 0.41%
20,148
-9,737
83
$1.9M 0.39%
+26,860
84
$1.88M 0.39%
+28,733
85
$1.86M 0.38%
23,687
-10,485
86
$1.81M 0.37%
+25,767
87
$1.79M 0.37%
56,268
88
$1.74M 0.36%
30,440
89
$1.69M 0.35%
42,069
90
$1.66M 0.34%
49,851
91
$1.62M 0.33%
+72,304
92
$1.56M 0.32%
+22,880
93
$1.55M 0.32%
44,294
94
$1.55M 0.32%
38,613
95
$1.51M 0.31%
20,929
96
$1.51M 0.31%
+75,091
97
$1.49M 0.31%
113,617
98
$1.47M 0.3%
38,147
99
$1.45M 0.3%
18,361
100
$1.45M 0.3%
17,650
-46,985
2 3
4
5 6