MAP
Moody Aldrich Partners Portfolio holdings
AUM
$517M
This Quarter Return
+2%
1 Year Return
+38.15%
3 Year Return
+181.18%
5 Year Return
+335.56%
10 Year Return
–
AUM
$156M
AUM Growth
+$156M
(+26%)
Cap. Flow
+$35.1M
Cap. Flow
% of AUM
22.52%
Top 10 Holdings %
Top 10 Hldgs %
21.84%
Holding
104
New
15
Increased
61
Reduced
7
Closed
18
Top Buys
| 1 |
ZEN
ZENDESK INC
ZEN
|
$3.71M |
| 2 |
Triumph Financial, Inc.
TFIN
|
$2.63M |
| 3 |
AMN Healthcare
AMN
|
$2.25M |
| 4 |
KMG
KMG Chemicals Inc
KMG
|
$2.02M |
| 5 |
Globus Medical
GMED
|
$1.94M |
Top Sells
| 1 |
GPT
Gramercy Property Trust
GPT
|
$2.25M |
| 2 |
Rogers Corp
ROG
|
$2.22M |
| 3 |
Carter's
CRI
|
$1.93M |
| 4 |
MSCC
Microsemi Corp
MSCC
|
$1.39M |
| 5 |
NAVG
Navigators Group Inc
NAVG
|
$1.29M |
Sector Composition
| 1 | Technology | 21.54% |
| 2 | Financials | 19.26% |
| 3 | Industrials | 12.93% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Healthcare | 9.08% |