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
$470M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.71M
3
+$7.67M
4
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$6.43M
5
MZTI
The Marzetti Company
MZTI
+$6.16M

Top Sells

1
+$8.07M
2
+$6.07M
3
+$5.85M
4
TREX icon
Trex
TREX
+$5.59M
5
TDOC icon
Teladoc Health
TDOC
+$5.56M

Sector Composition

1 Financials 19.01%
2 Technology 15.3%
3 Industrials 15.08%
4 Healthcare 12.49%
5 Consumer Discretionary 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$446K 0.09%
+3,116
127
$429K 0.09%
+8,890
128
$414K 0.09%
5,687
-2,937
129
$396K 0.08%
1,390
-955
130
$387K 0.08%
+6,361
131
$386K 0.08%
+3,730
132
$341K 0.07%
+10,011
133
$332K 0.07%
+1,515
134
$329K 0.07%
4,485
-2,156
135
$324K 0.07%
3,256
-185
136
$320K 0.07%
4,852
-280
137
$313K 0.07%
3,594
-1,803
138
$305K 0.06%
1,609
-96
139
$295K 0.06%
+1,789
140
$283K 0.06%
1,244
-533
141
$282K 0.06%
7,453
-428
142
$281K 0.06%
+1,303
143
$278K 0.06%
2,248
-47,268
144
$273K 0.06%
987
-663
145
$264K 0.06%
4,054
-85,822
146
$261K 0.06%
1,513
-1,547
147
$257K 0.05%
30,520
-16,400
148
$238K 0.05%
+2,237
149
$234K 0.05%
+6,450
150
$234K 0.05%
1,228
-29,166
4 5
6
7 8