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
$515M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$4.95M
3
+$4.92M
4
ONTO icon
Onto Innovation
ONTO
+$4.56M
5
RMBS icon
Rambus
RMBS
+$4.5M

Top Sells

1
+$6.24M
2
+$6.22M
3
+$5.52M
4
RBC icon
RBC Bearings
RBC
+$5.11M
5
FIX icon
Comfort Systems
FIX
+$5.11M

Sector Composition

1 Industrials 17.03%
2 Healthcare 16.2%
3 Technology 15.93%
4 Financials 12.61%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$361K 0.07%
2,314
-114
127
$355K 0.07%
14,787
-743
128
$352K 0.07%
+7,094
129
$352K 0.07%
3,172
+461
130
$345K 0.07%
2,925
-145
131
$342K 0.07%
+3,565
132
$339K 0.07%
+2,983
133
$306K 0.06%
2,179
-109
134
$300K 0.06%
720
-37
135
$300K 0.06%
986
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136
$296K 0.06%
1,191
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137
$292K 0.06%
6,108
-4,064
138
$284K 0.06%
1,713
-88
139
$281K 0.05%
2,156
-109
140
$269K 0.05%
6,516
+1,029
141
$268K 0.05%
2,307
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142
$262K 0.05%
8,977
143
$253K 0.05%
1,520
-78
144
$240K 0.05%
20,714
-10,979
145
$235K 0.05%
2,173
-111
146
$226K 0.04%
3,588
-98,753
147
$223K 0.04%
+1,497
148
$219K 0.04%
682
-36
149
$219K 0.04%
+1,610
150
$218K 0.04%
+3,331
4 5
6
7 8