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
$515M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$4.95M
3
+$4.92M
4
ONTO icon
Onto Innovation
ONTO
+$4.56M
5
RMBS icon
Rambus
RMBS
+$4.5M

Top Sells

1
+$6.24M
2
+$6.22M
3
+$5.52M
4
RBC icon
RBC Bearings
RBC
+$5.11M
5
FIX icon
Comfort Systems
FIX
+$5.11M

Sector Composition

1 Industrials 17.03%
2 Healthcare 16.2%
3 Technology 15.93%
4 Financials 12.61%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.66M 0.52%
+187,075
77
$2.6M 0.5%
30,400
-65
78
$2.58M 0.5%
13,731
-33
79
$2.57M 0.5%
37,599
-162
80
$2.54M 0.49%
20,929
81
$2.53M 0.49%
+99,114
82
$2.52M 0.49%
10,926
+3,746
83
$2.52M 0.49%
74,175
+21,142
84
$2.48M 0.48%
106,808
+18,610
85
$2.38M 0.46%
+59,716
86
$2.34M 0.45%
27,861
-141
87
$2.31M 0.45%
36,914
+10,822
88
$2.23M 0.43%
158,390
89
$2.23M 0.43%
35,261
-32,026
90
$2.09M 0.41%
16,174
-23
91
$2.06M 0.4%
61,978
+18,666
92
$2.05M 0.4%
+57,535
93
$2.04M 0.4%
9,427
-3,480
94
$1.99M 0.39%
30,440
95
$1.94M 0.38%
6,746
96
$1.92M 0.37%
+77,278
97
$1.8M 0.35%
56,118
98
$1.8M 0.35%
56,268
99
$1.71M 0.33%
43,412
100
$1.69M 0.33%
20,661
2 3
4
5 6