MAP

Moody Aldrich Partners Portfolio holdings

AUM $536M
1-Year Est. Return 66.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.26M
3
+$4.99M
4
CWST icon
Casella Waste Systems
CWST
+$4.62M
5
MOD icon
Modine Manufacturing
MOD
+$4.32M

Top Sells

1
+$8.42M
2
+$6.57M
3
+$6.39M
4
COOP
Mr. Cooper
COOP
+$6.34M
5
HALO icon
Halozyme
HALO
+$6.17M

Sector Composition

1 Financials 20.97%
2 Technology 16.81%
3 Healthcare 15.05%
4 Industrials 14.97%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.92M 0.57%
35,662
-543
77
$2.74M 0.53%
421,852
-17,975
78
$2.68M 0.52%
300,408
+143,092
79
$2.65M 0.51%
37,635
-564
80
$2.65M 0.51%
20,528
-316
81
$2.64M 0.51%
+59,627
82
$2.62M 0.51%
120,703
-61,868
83
$2.57M 0.5%
54,416
-829
84
$2.56M 0.5%
65,502
+25,000
85
$2.55M 0.49%
+17,274
86
$2.48M 0.48%
123,949
+20,282
87
$2.42M 0.47%
59,294
88
$2.35M 0.45%
66,261
+38,895
89
$2.31M 0.45%
81,717
-1,254
90
$2.26M 0.44%
60,904
91
$2.12M 0.41%
+55,693
92
$2.1M 0.41%
31,327
-471
93
$1.99M 0.39%
+29,000
94
$1.91M 0.37%
66,919
-14,315
95
$1.89M 0.37%
41,585
96
$1.86M 0.36%
13,818
97
$1.81M 0.35%
194,451
-2,934
98
$1.64M 0.32%
+80,044
99
$1.6M 0.31%
14,059
100
$1.56M 0.3%
7,922
-3,026
2 3
4
5 6