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
$470M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.71M
3
+$7.67M
4
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$6.43M
5
MZTI
The Marzetti Company
MZTI
+$6.16M

Top Sells

1
+$8.07M
2
+$6.07M
3
+$5.85M
4
TREX icon
Trex
TREX
+$5.59M
5
TDOC icon
Teladoc Health
TDOC
+$5.56M

Sector Composition

1 Financials 19.01%
2 Technology 15.3%
3 Industrials 15.08%
4 Healthcare 12.49%
5 Consumer Discretionary 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.16M 0.25%
+32,037
102
$1.11M 0.24%
32,378
103
$1.08M 0.23%
+23,630
104
$1.03M 0.22%
1,211
-3,767
105
$1M 0.21%
27,433
+658
106
$968K 0.21%
21,800
-3,400
107
$967K 0.21%
+19,298
108
$917K 0.2%
+11,602
109
$904K 0.19%
1,662
-435
110
$883K 0.19%
14,985
+5,569
111
$842K 0.18%
+37,993
112
$830K 0.18%
6,718
-7,388
113
$821K 0.17%
+10,380
114
$792K 0.17%
+30,367
115
$784K 0.17%
+4,523
116
$720K 0.15%
+25,165
117
$674K 0.14%
32,143
-11,790
118
$662K 0.14%
28,961
119
$644K 0.14%
59,044
+4,946
120
$610K 0.13%
+6,989
121
$588K 0.13%
+8,553
122
$540K 0.11%
+11,455
123
$537K 0.11%
4,705
124
$523K 0.11%
3,717
-1,886
125
$457K 0.1%
18,728
3 4
5
6 7