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
$494M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$7.69M
3
+$7.31M
4
MGRC icon
McGrath RentCorp
MGRC
+$6.85M
5
CLH icon
Clean Harbors
CLH
+$4.61M

Top Sells

1
+$5.41M
2
+$4.92M
3
+$4.25M
4
CNS icon
Cohen & Steers
CNS
+$4.2M
5
WWW icon
Wolverine World Wide
WWW
+$4.14M

Sector Composition

1 Industrials 18.3%
2 Financials 16.9%
3 Healthcare 13.86%
4 Technology 12.03%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.36M 0.48%
+39,237
77
$2.27M 0.46%
27,553
-12,568
78
$2.23M 0.45%
28,356
-25,141
79
$2.18M 0.44%
+30,362
80
$2.17M 0.44%
23,769
-6,689
81
$2.11M 0.43%
114,173
+34,189
82
$2.07M 0.42%
30,440
83
$2.06M 0.42%
40,431
+14,664
84
$1.95M 0.4%
56,268
85
$1.93M 0.39%
79,432
-114,551
86
$1.91M 0.39%
+202,919
87
$1.9M 0.39%
11,438
-11,884
88
$1.88M 0.38%
16,789
-15,040
89
$1.86M 0.38%
158,390
+53,467
90
$1.86M 0.38%
19,540
-608
91
$1.83M 0.37%
20,929
92
$1.8M 0.36%
137,624
-43,743
93
$1.79M 0.36%
103,306
-6,559
94
$1.78M 0.36%
13,146
+3,425
95
$1.74M 0.35%
+53,033
96
$1.72M 0.35%
+58,911
97
$1.69M 0.34%
41,731
-1,893
98
$1.67M 0.34%
18,361
99
$1.61M 0.33%
15,887
-7,800
100
$1.52M 0.31%
44,294
2 3
4
5 6