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
$588M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$5.04M
3
+$4.84M
4
VKTX icon
Viking Therapeutics
VKTX
+$4.57M
5
FN icon
Fabrinet
FN
+$4.15M

Top Sells

1
+$8.47M
2
+$7.18M
3
+$6.17M
4
ABG icon
Asbury Automotive
ABG
+$5.91M
5
ESE icon
ESCO Technologies
ESE
+$4.49M

Sector Composition

1 Healthcare 17.82%
2 Industrials 15.14%
3 Consumer Discretionary 13.61%
4 Financials 13.51%
5 Technology 13.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$760K 0.13%
4,213
-106
127
$671K 0.11%
4,863
128
$634K 0.11%
8,011
-43
129
$626K 0.11%
2,901
-709
130
$622K 0.11%
14,451
+5,328
131
$616K 0.1%
14,687
132
$616K 0.1%
7,049
133
$611K 0.1%
+22,004
134
$560K 0.1%
3,570
-600
135
$554K 0.09%
1,119
+31
136
$553K 0.09%
2,763
-65
137
$524K 0.09%
1,465
-157
138
$509K 0.09%
2,910
+234
139
$499K 0.08%
2,898
-14
140
$498K 0.08%
7,267
-18
141
$490K 0.08%
39,400
+16,500
142
$479K 0.08%
6,129
-32
143
$475K 0.08%
1,878
+202
144
$475K 0.08%
3,935
-21
145
$472K 0.08%
3,595
-92
146
$471K 0.08%
6,890
-36
147
$460K 0.08%
1,936
-12
148
$454K 0.08%
6,455
+104
149
$449K 0.08%
+1,110
150
$432K 0.07%
3,335
-3,821
4 5
6
7 8