MAP

Moody Aldrich Partners Portfolio holdings

AUM $527M
1-Year Est. Return 46.7%
This Quarter Est. Return
1 Year Est. Return
+46.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.6M
3
+$8.1M
4
LHCG
LHC Group LLC
LHCG
+$7.89M
5
ARVN icon
Arvinas
ARVN
+$7.32M

Top Sells

1
+$19M
2
+$13.7M
3
+$12.2M
4
QTS
QTS REALTY TRUST, INC.
QTS
+$9.55M
5
SITE icon
SiteOne Landscape Supply
SITE
+$8.2M

Sector Composition

1 Financials 21%
2 Technology 20.14%
3 Industrials 16.42%
4 Consumer Discretionary 12.02%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.74M 0.24%
98,724
+32,014
102
$1.71M 0.24%
14,480
103
$1.66M 0.23%
60,534
104
$1.57M 0.22%
19,679
+7,336
105
$1.56M 0.22%
50,896
-19,702
106
$1.44M 0.2%
19,162
-6,790
107
$1.34M 0.19%
56,813
108
$1.32M 0.19%
26,039
+10,146
109
$1.28M 0.18%
9,428
110
$1.25M 0.18%
9,565
111
$1.2M 0.17%
96,922
112
$1.19M 0.17%
6,163
113
$1.17M 0.16%
25,854
114
$1.1M 0.15%
17,735
115
$1.05M 0.15%
37,952
116
$997K 0.14%
48,706
117
$971K 0.14%
19,490
118
$966K 0.14%
+4,882
119
$926K 0.13%
+15,464
120
$838K 0.12%
+14,497
121
$769K 0.11%
23,560
-16,713
122
$751K 0.11%
18,742
123
$737K 0.1%
+27,912
124
$708K 0.1%
1,705
-25
125
$658K 0.09%
1,183
-18
3 4
5
6 7