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
$97.2M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.24M
3
+$1.08M
4
AERI
Aerie Pharmaceuticals
AERI
+$1.05M
5
WTFC icon
Wintrust Financial
WTFC
+$962K

Top Sells

1
+$1.55M
2
+$1.11M
3
+$853K
4
ISBC
Investors Bancorp, Inc.
ISBC
+$846K
5
POR icon
Portland General Electric
POR
+$842K

Sector Composition

1 Technology 21.74%
2 Financials 15.72%
3 Healthcare 12.59%
4 Consumer Discretionary 11.89%
5 Industrials 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-33,005
102
– –
-18,420
103
– –
-2,290
104
– –
-9,665
105
– –
-16,245
106
– –
-5,720
1 2 3 4
5