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
$494M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$7.69M
3
+$7.31M
4
MGRC icon
McGrath RentCorp
MGRC
+$6.85M
5
CLH icon
Clean Harbors
CLH
+$4.61M

Top Sells

1
+$5.41M
2
+$4.92M
3
+$4.25M
4
CNS icon
Cohen & Steers
CNS
+$4.2M
5
WWW icon
Wolverine World Wide
WWW
+$4.14M

Sector Composition

1 Industrials 18.3%
2 Financials 16.9%
3 Healthcare 13.86%
4 Technology 12.03%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$447K 0.09%
1,881
-20
127
$430K 0.09%
1,076
-16
128
$419K 0.09%
2,271
-28
129
$414K 0.08%
13,252
+900
130
$388K 0.08%
6,643
-80
131
$388K 0.08%
2,433
-25
132
$386K 0.08%
+6,741
133
$365K 0.07%
5,569
+2,029
134
$354K 0.07%
3,155
-31
135
$343K 0.07%
2,097
-23
136
$339K 0.07%
2,478
-1,154
137
$333K 0.07%
3,531
-2,520
138
$324K 0.07%
2,267
-28
139
$314K 0.06%
5,272
-61
140
$286K 0.06%
6,349
-75
141
$278K 0.06%
4,068
-46
142
$275K 0.06%
2,293
-24
143
$271K 0.05%
1,323
-13
144
$270K 0.05%
+4,935
145
$262K 0.05%
+3,076
146
$245K 0.05%
760
-7
147
$242K 0.05%
1,803
-19
148
$224K 0.05%
721
-9
149
$223K 0.05%
44,943
-23,489
150
$219K 0.04%
+4,525
4 5
6
7 8