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
$281M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1 +$5.75M
2 +$5.48M
3 +$5.28M
4
WBT
Welbilt, Inc.
WBT
+$4.69M
5
STMP
Stamps.com, Inc.
STMP
+$4.13M

Top Sells

1 +$4.23M
2 +$3.71M
3 +$2.68M
4
MPWR icon
Monolithic Power Systems
MPWR
+$2.51M
5
PEGA icon
Pegasystems
PEGA
+$2.48M

Sector Composition

1 Healthcare 17.48%
2 Financials 14.78%
3 Technology 13.5%
4 Industrials 11.58%
5 Consumer Discretionary 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
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103
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105
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118
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-121,304
120
-25,650
121
-22,530