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
$528M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$6.17M
3
+$5.89M
4
ARCB icon
ArcBest
ARCB
+$5.84M
5
SLG icon
SL Green Realty
SLG
+$5.01M

Top Sells

1
+$6.34M
2
+$5.27M
3
+$5.25M
4
BWXT icon
BWX Technologies
BWXT
+$5.04M
5
TEX icon
Terex
TEX
+$3.95M

Sector Composition

1 Healthcare 16.44%
2 Industrials 14.99%
3 Financials 14.57%
4 Technology 13.45%
5 Energy 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.49M 0.47%
61,916
+2,200
77
$2.45M 0.46%
39,996
+1,788
78
$2.43M 0.46%
158,390
79
$2.31M 0.44%
125,276
+4,473
80
$2.27M 0.43%
61,978
81
$2.27M 0.43%
74,175
82
$2.27M 0.43%
161,124
-85,227
83
$2.26M 0.43%
+498,457
84
$2.25M 0.43%
28,994
-7,920
85
$2.25M 0.43%
18,783
+7,088
86
$2.23M 0.42%
92,101
-14,354
87
$2.19M 0.41%
30,440
88
$2.08M 0.39%
36,586
+1,325
89
$1.98M 0.38%
13,579
+2,653
90
$1.88M 0.36%
102,884
+3,770
91
$1.84M 0.35%
+61,979
92
$1.84M 0.35%
+120,803
93
$1.74M 0.33%
22,779
-9,674
94
$1.69M 0.32%
+2,048
95
$1.62M 0.31%
93,925
96
$1.61M 0.31%
13,895
-13,419
97
$1.6M 0.3%
59,669
+2,134
98
$1.47M 0.28%
+14,229
99
$1.46M 0.28%
+25,655
100
$1.44M 0.27%
+9,638
2 3
4
5 6