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
$486M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.27M
3
+$9.16M
4
BRBR icon
BellRing Brands
BRBR
+$6.86M
5
NJR icon
New Jersey Resources
NJR
+$6.12M

Top Sells

1
+$8.53M
2
+$7.81M
3
+$7.41M
4
SLAB icon
Silicon Laboratories
SLAB
+$6.52M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.98M

Sector Composition

1 Financials 18.35%
2 Industrials 16.43%
3 Healthcare 15.01%
4 Technology 14.21%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44M 0.3%
+43,624
102
$1.43M 0.3%
+64,485
103
$1.39M 0.29%
+37,570
104
$1.29M 0.27%
26,317
-8,536
105
$1.27M 0.26%
105,690
106
$1.26M 0.26%
60,678
107
$1.21M 0.25%
+9,721
108
$1.2M 0.25%
+18,186
109
$1.17M 0.24%
43,412
-11,643
110
$1.17M 0.24%
+34,036
111
$1.13M 0.23%
+20,119
112
$1.1M 0.23%
+104,923
113
$1.1M 0.23%
5,474
114
$1.03M 0.21%
+17,422
115
$946K 0.19%
+26,852
116
$682K 0.14%
10,164
-17
117
$577K 0.12%
4,734
-9
118
$570K 0.12%
6,051
-61
119
$522K 0.11%
50,228
-82
120
$485K 0.1%
6,836
121
$465K 0.1%
6,424
-11
122
$438K 0.09%
3,632
-6
123
$425K 0.09%
+9,869
124
$418K 0.09%
1,315
-1
125
$405K 0.08%
7,782
-5,034
3 4
5
6 7