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
$494M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$7.69M
3
+$7.31M
4
MGRC icon
McGrath RentCorp
MGRC
+$6.85M
5
CLH icon
Clean Harbors
CLH
+$4.61M

Top Sells

1
+$5.41M
2
+$4.92M
3
+$4.25M
4
CNS icon
Cohen & Steers
CNS
+$4.2M
5
WWW icon
Wolverine World Wide
WWW
+$4.14M

Sector Composition

1 Industrials 18.3%
2 Financials 16.9%
3 Healthcare 13.86%
4 Technology 12.03%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.5M 0.3%
26,092
+8,670
102
$1.45M 0.29%
+79,008
103
$1.41M 0.29%
+38,064
104
$1.4M 0.28%
+12,683
105
$1.37M 0.28%
+11,491
106
$1.36M 0.28%
+13,923
107
$1.36M 0.28%
33,378
-16,473
108
$1.29M 0.26%
43,412
109
$1.25M 0.25%
5,474
110
$1.24M 0.25%
36,571
-31,732
111
$1.24M 0.25%
60,678
112
$1.23M 0.25%
+103,925
113
$1.19M 0.24%
74,287
-31,403
114
$1.1M 0.22%
+19,994
115
$1.07M 0.22%
49,767
-25,324
116
$1.05M 0.21%
25,683
-12,464
117
$985K 0.2%
+30,066
118
$985K 0.2%
16,890
-9,427
119
$766K 0.16%
17,489
-697
120
$662K 0.13%
10,042
-122
121
$630K 0.13%
4,684
-50
122
$573K 0.12%
49,673
-555
123
$560K 0.11%
11,577
+1,708
124
$558K 0.11%
6,737
-99
125
$513K 0.1%
7,704
-78
3 4
5
6 7