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
$588M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$5.04M
3
+$4.84M
4
VKTX icon
Viking Therapeutics
VKTX
+$4.57M
5
FN icon
Fabrinet
FN
+$4.15M

Top Sells

1
+$8.47M
2
+$7.18M
3
+$6.17M
4
ABG icon
Asbury Automotive
ABG
+$5.91M
5
ESE icon
ESCO Technologies
ESE
+$4.49M

Sector Composition

1 Healthcare 17.82%
2 Industrials 15.14%
3 Consumer Discretionary 13.61%
4 Financials 13.51%
5 Technology 13.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.85M 0.32%
+66,529
102
$1.85M 0.31%
+21,509
103
$1.83M 0.31%
42,470
-13,244
104
$1.83M 0.31%
13,923
105
$1.79M 0.31%
9,847
+321
106
$1.79M 0.3%
66,208
+13,638
107
$1.79M 0.3%
+40,369
108
$1.79M 0.3%
1,856
-137
109
$1.69M 0.29%
20,661
110
$1.67M 0.28%
+30,547
111
$1.6M 0.27%
15,994
-8,403
112
$1.54M 0.26%
21,571
-5,996
113
$1.52M 0.26%
53,039
-1,055
114
$1.43M 0.24%
+20,560
115
$1.37M 0.23%
5,124
-4,099
116
$1.35M 0.23%
3,217
-1,158
117
$1.18M 0.2%
13,060
-2,510
118
$1.16M 0.2%
8,098
-9,883
119
$1.16M 0.2%
2,764
+423
120
$1.03M 0.17%
1,321
-442
121
$910K 0.15%
3,202
-1
122
$890K 0.15%
+18,080
123
$825K 0.14%
1,573
+269
124
$798K 0.14%
3,475
+1,451
125
$760K 0.13%
5,760
-1,929
3 4
5
6 7