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
$693M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$8.31M
3
+$7.92M
4
RBC icon
RBC Bearings
RBC
+$6.7M
5
COLB icon
Columbia Banking Systems
COLB
+$6.5M

Top Sells

1
+$7.99M
2
+$7.74M
3
+$6.42M
4
HELE icon
Helen of Troy
HELE
+$5.94M
5
MRTN icon
Marten Transport
MRTN
+$5.79M

Sector Composition

1 Financials 24.54%
2 Industrials 18.24%
3 Technology 15.7%
4 Consumer Discretionary 13.14%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.8M 0.26%
+50,114
102
$1.76M 0.25%
11,883
+4,073
103
$1.62M 0.23%
51,949
+21,210
104
$1.53M 0.22%
60,534
+12,047
105
$1.38M 0.2%
56,813
+20,883
106
$1.38M 0.2%
14,480
107
$1.29M 0.19%
+66,710
108
$1.23M 0.18%
21,886
-10,550
109
$1.23M 0.18%
+96,922
110
$1.22M 0.18%
9,428
-2,923
111
$1.19M 0.17%
9,929
-9,478
112
$1.18M 0.17%
+37,952
113
$1.17M 0.17%
6,163
+2,148
114
$1.15M 0.17%
+36,698
115
$1.15M 0.17%
14,693
-8,856
116
$1.13M 0.16%
25,854
-11,209
117
$1.11M 0.16%
7,427
+168
118
$1.1M 0.16%
+9,565
119
$1.09M 0.16%
40,273
+8,388
120
$1.08M 0.16%
17,735
+7,330
121
$1.05M 0.15%
33,228
+404
122
$1.04M 0.15%
+48,706
123
$974K 0.14%
+10,870
124
$962K 0.14%
13,073
+4,957
125
$959K 0.14%
16,389
+5,925
3 4
5
6 7