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
$487M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$7.41M
3
+$7.25M
4
WSFS icon
WSFS Financial
WSFS
+$6.04M
5
ICFI icon
ICF International
ICFI
+$5.99M

Top Sells

1
+$5.04M
2
+$4.93M
3
+$4.64M
4
DORM icon
Dorman Products
DORM
+$4.22M
5
VG
Vonage Holdings Corporation
VG
+$4.17M

Sector Composition

1 Industrials 14.37%
2 Healthcare 14.2%
3 Technology 14.06%
4 Financials 13.48%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$308K 0.06%
1,951
+417
127
$305K 0.06%
3,540
+759
128
$302K 0.06%
1,172
+248
129
$293K 0.06%
+1,166
130
$285K 0.06%
822
+173
131
$283K 0.06%
+5,156
132
$279K 0.06%
+1,713
133
$268K 0.06%
+1,783
134
$264K 0.05%
+3,440
135
$261K 0.05%
+4,131
136
$250K 0.05%
+1,406
137
$250K 0.05%
+5,251
138
$248K 0.05%
+1,299
139
$248K 0.05%
+2,216
140
$243K 0.05%
+10,684
141
$242K 0.05%
+1,657
142
$238K 0.05%
+1,472
143
$237K 0.05%
+1,132
144
$220K 0.05%
+2,192
145
$217K 0.04%
2,958
-1,315
146
$215K 0.04%
+1,889
147
$215K 0.04%
+897
148
$214K 0.04%
+1,406
149
$203K 0.04%
+1,647
150
$202K 0.04%
1,344
-1,469
3 4 5
6
7