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
$356M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.55M
3
+$3.52M
4
CNMD icon
CONMED
CNMD
+$3.02M
5
FTDR icon
Frontdoor
FTDR
+$2.75M

Top Sells

1
+$19M
2
+$4.19M
3
+$3.81M
4
NGVT icon
Ingevity
NGVT
+$3.14M
5
LOXO
Loxo Oncology, Inc
LOXO
+$2.85M

Sector Composition

1 Healthcare 14.24%
2 Technology 14.01%
3 Industrials 13.99%
4 Financials 11.96%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K 0.06%
2,996
-414
102
$202K 0.06%
9,924
-2,213
103
– –
-7,958
104
– –
-97,416
105
– –
-5,862
106
– –
-85,952
107
– –
-142,117
108
– –
-26,418
109
– –
-6,227
110
– –
-85,479
111
– –
-30,941
112
– –
-29,195
113
– –
-20,369
1 2 3 4
5