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
$540M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.43M
3
+$4.36M
4
BOOT icon
Boot Barn
BOOT
+$4.23M
5
AROC icon
Archrock
AROC
+$3.97M

Top Sells

1
+$9.59M
2
+$7.55M
3
+$7.33M
4
ALTR
Altair Engineering Inc
ALTR
+$7.19M
5
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$4.87M

Sector Composition

1 Financials 23.65%
2 Healthcare 14.74%
3 Industrials 14.55%
4 Technology 12.45%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.97M 0.55%
13,524
-428
77
$2.82M 0.52%
79,382
+6,954
78
$2.74M 0.51%
99,684
-23,825
79
$2.73M 0.51%
28,048
-895
80
$2.64M 0.49%
33,239
-1,954
81
$2.6M 0.48%
67,415
-51,872
82
$2.58M 0.48%
66,249
-1,887
83
$2.56M 0.47%
10,545
-285
84
$2.5M 0.46%
58,828
85
$2.48M 0.46%
+143,064
86
$2.45M 0.45%
+35,478
87
$2.42M 0.45%
45,712
-1,347
88
$2.37M 0.44%
82,473
-2,434
89
$2.37M 0.44%
339,172
90
$2.36M 0.44%
30,677
-928
91
$2.2M 0.41%
59,294
92
$2.1M 0.39%
58,353
-1,666
93
$2.03M 0.38%
79,145
-137,348
94
$2.02M 0.38%
+10,948
95
$2.02M 0.37%
18,494
96
$1.97M 0.37%
60,904
97
$1.96M 0.36%
157,316
98
$1.83M 0.34%
107,166
99
$1.78M 0.33%
+64,408
100
$1.77M 0.33%
14,059
2 3
4
5 6