MAP

Moody Aldrich Partners Portfolio holdings

AUM $536M
1-Year Est. Return 66.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.26M
3
+$4.99M
4
CWST icon
Casella Waste Systems
CWST
+$4.62M
5
MOD icon
Modine Manufacturing
MOD
+$4.32M

Top Sells

1
+$8.42M
2
+$6.57M
3
+$6.39M
4
COOP
Mr. Cooper
COOP
+$6.34M
5
HALO icon
Halozyme
HALO
+$6.17M

Sector Composition

1 Financials 20.97%
2 Technology 16.81%
3 Healthcare 15.05%
4 Industrials 14.97%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.56M 0.3%
+71,575
102
$1.52M 0.29%
+34,797
103
$1.46M 0.28%
+85,935
104
$1.38M 0.27%
28,756
105
$1.36M 0.26%
73,266
-1,106
106
$1.33M 0.26%
60,094
-23,130
107
$1.31M 0.25%
99,848
-82,247
108
$1.25M 0.24%
29,069
-490
109
$1.25M 0.24%
89,164
+31,323
110
$1.17M 0.23%
+45,412
111
$1.04M 0.2%
5,721
+12
112
$939K 0.18%
+21,632
113
$844K 0.16%
5,339
114
$752K 0.15%
2,593
115
$737K 0.14%
140,716
-2,138
116
$663K 0.13%
1,333
117
$656K 0.13%
12,886
-1,054
118
$639K 0.12%
2,913
119
$610K 0.12%
+157,614
120
$597K 0.12%
6,106
121
$569K 0.11%
5,635
-92
122
$553K 0.11%
58,336
-16,591
123
$545K 0.11%
5,419
-83,601
124
$531K 0.1%
750
125
$501K 0.1%
1,937
-33
3 4
5
6 7