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
$693M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$8.31M
3
+$7.92M
4
RBC icon
RBC Bearings
RBC
+$6.7M
5
COLB icon
Columbia Banking Systems
COLB
+$6.5M

Top Sells

1
+$7.99M
2
+$7.74M
3
+$6.42M
4
HELE icon
Helen of Troy
HELE
+$5.94M
5
MRTN icon
Marten Transport
MRTN
+$5.79M

Sector Composition

1 Financials 24.54%
2 Industrials 18.24%
3 Technology 15.7%
4 Consumer Discretionary 13.14%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$931K 0.13%
+24,054
127
$896K 0.13%
11,533
128
$883K 0.13%
26,844
+646
129
$881K 0.13%
19,490
-10,244
130
$874K 0.13%
1,265
+20
131
$864K 0.12%
+12,343
132
$829K 0.12%
+15,893
133
$778K 0.11%
+18,742
134
$778K 0.11%
15,400
135
$774K 0.11%
11,455
136
$647K 0.09%
6,852
+1,051
137
$593K 0.09%
1,201
+190
138
$566K 0.08%
1,730
+279
139
$514K 0.07%
5,380
+872
140
$466K 0.07%
2,600
+1,135
141
$441K 0.06%
5,971
+959
142
$406K 0.06%
2,087
+338
143
$389K 0.06%
9,452
-2,912
144
$387K 0.06%
1,465
+234
145
$387K 0.06%
+169,862
146
$373K 0.05%
2,384
+726
147
$358K 0.05%
2,170
+350
148
$356K 0.05%
1,032
+168
149
$347K 0.05%
1,659
+264
150
$344K 0.05%
3,753
+604
4 5
6
7 8