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
$376M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$7.09M
2 +$5.44M
3 +$4.19M
4
GTLS icon
Chart Industries
GTLS
+$3.44M
5
RGEN icon
Repligen
RGEN
+$3.27M

Top Sells

1 +$5.82M
2 +$4.35M
3 +$4.34M
4
AVNS icon
Avanos Medical
AVNS
+$4.09M
5
KALU icon
Kaiser Aluminum
KALU
+$3.96M

Sector Composition

1 Industrials 16.17%
2 Financials 14.41%
3 Technology 13.86%
4 Consumer Discretionary 12.95%
5 Healthcare 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$506K 0.13%
20,458
102
$494K 0.13%
+23,665
103
$486K 0.13%
19,481
104
$464K 0.12%
+9,415
105
$418K 0.11%
2,813
-37
106
$410K 0.11%
+25,272
107
$410K 0.11%
2,519
108
$401K 0.11%
12,371
109
$398K 0.11%
37,097
+4,476
110
$395K 0.11%
+7,400
111
$377K 0.1%
2,584
-33
112
$369K 0.1%
+7,830
113
$351K 0.09%
4,273
-42
114
$346K 0.09%
4,261
-45
115
$250K 0.07%
5,250
-53
116
$239K 0.06%
+5,185
117
$238K 0.06%
+5,380
118
$228K 0.06%
1,534
-25
119
$209K 0.06%
+649
120
$205K 0.05%
+924
121
$202K 0.05%
+2,781
122
$132K 0.04%
+13,865
123
$108K 0.03%
10,575
-91
124
-93,736
125
-2,793