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
$123M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.37M
2 +$1.88M
3 +$1.55M
4
ECOL
US Ecology, Inc.
ECOL
+$1.26M
5
NWE icon
NorthWestern Energy
NWE
+$1.22M

Top Sells

1 +$1.97M
2 +$1.52M
3 +$1.49M
4
WAL icon
Western Alliance Bancorporation
WAL
+$1.13M
5
BKU icon
Bankunited
BKU
+$965K

Sector Composition

1 Technology 21.33%
2 Financials 17.48%
3 Consumer Discretionary 13.85%
4 Industrials 12.39%
5 Real Estate 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,134
102
-35,789
103
-14,665