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
$331M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$3.39M
3
+$2.16M
4
DECK icon
Deckers Outdoor
DECK
+$2.15M
5
QTS
QTS REALTY TRUST, INC.
QTS
+$2.14M

Top Sells

1
+$45.9M
2
+$5.04M
3
+$4.29M
4
GTLS icon
Chart Industries
GTLS
+$4.2M
5
PFS icon
Provident Financial Services
PFS
+$3.94M

Sector Composition

1 Industrials 17.05%
2 Healthcare 16.63%
3 Technology 15.75%
4 Financials 14.08%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$656K 0.2%
35,287
+13,617
102
$554K 0.17%
28,961
+8,503
103
$533K 0.16%
8,624
+1,823
104
$515K 0.16%
+34,691
105
$507K 0.15%
3,267
-7
106
$497K 0.15%
2,345
-5
107
$483K 0.15%
18,728
+9,315
108
$467K 0.14%
+4,705
109
$434K 0.13%
+9,416
110
$430K 0.13%
54,098
+28,826
111
$429K 0.13%
+15,040
112
$394K 0.12%
+5,831
113
$384K 0.12%
46,920
-160
114
$370K 0.11%
4,550
115
$357K 0.11%
5,397
-8
116
$345K 0.1%
6,641
-13
117
$344K 0.1%
1,944
-7
118
$341K 0.1%
3,441
+1,225
119
$305K 0.09%
19,906
120
$283K 0.09%
+3,060
121
$272K 0.08%
1,171
-1
122
$271K 0.08%
1,777
-6
123
$269K 0.08%
4,106
-25
124
$244K 0.07%
821
-1
125
$243K 0.07%
5,132
-24
3 4
5
6 7