MAP

Moody Aldrich Partners Portfolio holdings

AUM $536M
1-Year Est. Return 66.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.26M
3
+$4.99M
4
CWST icon
Casella Waste Systems
CWST
+$4.62M
5
MOD icon
Modine Manufacturing
MOD
+$4.32M

Top Sells

1
+$8.42M
2
+$6.57M
3
+$6.39M
4
COOP
Mr. Cooper
COOP
+$6.34M
5
HALO icon
Halozyme
HALO
+$6.17M

Sector Composition

1 Financials 20.97%
2 Technology 16.81%
3 Healthcare 15.05%
4 Industrials 14.97%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$489K 0.09%
961
127
$479K 0.09%
+869
128
$479K 0.09%
2,580
-523
129
$454K 0.09%
886
+171
130
$454K 0.09%
1,963
-32
131
$453K 0.09%
3,031
-557
132
$396K 0.08%
855
133
$394K 0.08%
1,712
-27
134
$386K 0.07%
798
+243
135
$377K 0.07%
1,837
136
$376K 0.07%
1,276
137
$369K 0.07%
+6,337
138
$353K 0.07%
989
139
$345K 0.07%
3,203
+713
140
$345K 0.07%
+1,249
141
$333K 0.06%
2,886
-47
142
$314K 0.06%
2,182
-34
143
$306K 0.06%
393
-115
144
$305K 0.06%
2,467
145
$299K 0.06%
2,920
146
$297K 0.06%
1,343
147
$293K 0.06%
1,572
148
$285K 0.06%
1,171
-25
149
$274K 0.05%
1,663
-35,436
150
$272K 0.05%
+2,030
4 5
6
7 8