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
$528M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$6.17M
3
+$5.89M
4
ARCB icon
ArcBest
ARCB
+$5.84M
5
SLG icon
SL Green Realty
SLG
+$5.01M

Top Sells

1
+$6.34M
2
+$5.27M
3
+$5.25M
4
BWXT icon
BWX Technologies
BWXT
+$5.04M
5
TEX icon
Terex
TEX
+$3.95M

Sector Composition

1 Healthcare 16.44%
2 Industrials 14.99%
3 Financials 14.57%
4 Technology 13.45%
5 Energy 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44M 0.27%
4,785
-1,961
102
$1.44M 0.27%
20,661
103
$1.36M 0.26%
+18,600
104
$1.34M 0.25%
19,333
-22,530
105
$1.32M 0.25%
37,988
+1,491
106
$1.25M 0.24%
9,192
-3,530
107
$1.25M 0.24%
11,901
108
$1.21M 0.23%
13,923
109
$1.21M 0.23%
22,022
-5,839
110
$1.19M 0.23%
+58,027
111
$1.17M 0.22%
38,559
-17,559
112
$1.15M 0.22%
23,904
-13,695
113
$1.15M 0.22%
68,968
+27,108
114
$1.12M 0.21%
10,342
-10,587
115
$1.12M 0.21%
+40,074
116
$1.03M 0.2%
+1,885
117
$1.01M 0.19%
+3,149
118
$876K 0.17%
+7,227
119
$860K 0.16%
+3,199
120
$846K 0.16%
+8,184
121
$833K 0.16%
+2,393
122
$689K 0.13%
+15,570
123
$650K 0.12%
+2,530
124
$646K 0.12%
+6,258
125
$613K 0.12%
7,152
-156
3 4
5
6 7