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
$487M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1 +$45.9M
2 +$7.41M
3 +$7.25M
4
WSFS icon
WSFS Financial
WSFS
+$6.04M
5
ICFI icon
ICF International
ICFI
+$5.99M

Top Sells

1 +$5.04M
2 +$4.93M
3 +$4.64M
4
DORM icon
Dorman Products
DORM
+$4.22M
5
VG
Vonage Holdings Corporation
VG
+$4.17M

Sector Composition

1 Industrials 14.37%
2 Healthcare 14.2%
3 Technology 14.06%
4 Financials 13.48%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$892K 0.18%
+7,447
102
$870K 0.18%
7,140
+1,693
103
$745K 0.15%
13,806
+3,458
104
$736K 0.15%
28,313
-5,617
105
$717K 0.15%
66,223
+21,916
106
$674K 0.14%
4,620
107
$656K 0.13%
21,670
108
$624K 0.13%
4,550
-1,414
109
$622K 0.13%
+4,549
110
$609K 0.13%
11,100
+3,700
111
$583K 0.12%
11,431
+3,601
112
$552K 0.11%
+6,507
113
$532K 0.11%
47,080
+9,983
114
$504K 0.1%
20,458
115
$487K 0.1%
+19,906
116
$477K 0.1%
3,274
+690
117
$463K 0.1%
5,405
+1,144
118
$461K 0.09%
9,413
-7,803
119
$450K 0.09%
7,896
+2,711
120
$445K 0.09%
+6,801
121
$403K 0.08%
12,371
122
$396K 0.08%
+2,350
123
$375K 0.08%
6,654
+1,404
124
$371K 0.08%
25,272
125
$333K 0.07%
6,833
+1,453