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
$305M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1 +$19M
2 +$7.38M
3 +$5.97M
4
BCPC
Balchem Corp
BCPC
+$4.59M
5
RBC icon
RBC Bearings
RBC
+$3.73M

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
101
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102
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104
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105
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-18,200
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118
-905