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MAP

Moody Aldrich Partners Portfolio holdings

AUM $555M
1-Year Est. Return 88.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+88.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$7.59M
3
+$6.36M
4
BCPC
Balchem Corp
BCPC
+$5.28M
5
RBC icon
RBC Bearings
RBC
+$4.14M

Top Sells

1
+$5.21M
2
+$4.71M
3
+$3.4M
4
CDNA icon
CareDx
CDNA
+$3.39M
5
EGHT icon
8x8 Inc
EGHT
+$2.43M

Sector Composition

1 Financials 15.63%
2 Industrials 13.45%
3 Healthcare 13.09%
4 Technology 10.85%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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104
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108
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