MAP
Moody Aldrich Partners Portfolio holdings
AUM
$517M
This Quarter Return
+19.16%
1 Year Return
+38.15%
3 Year Return
+181.18%
5 Year Return
+335.56%
10 Year Return
–
AUM
$487M
AUM Growth
+$487M
(+29%)
Cap. Flow
+$78.8M
Cap. Flow
% of AUM
16.18%
Top 10 Holdings %
Top 10 Hldgs %
24.68%
Holding
170
New
47
Increased
65
Reduced
33
Closed
18
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$45.9M |
| 2 |
Esperion Therapeutics
ESPR
|
$7.41M |
| 3 |
Mesa Laboratories
MLAB
|
$7.26M |
| 4 |
WSFS Financial
WSFS
|
$6.04M |
| 5 |
ICF International
ICFI
|
$5.99M |
Top Sells
| 1 |
Rexford Industrial Realty
REXR
|
$5.04M |
| 2 |
Steven Madden
SHOO
|
$4.93M |
| 3 |
Stifel
SF
|
$4.64M |
| 4 |
Dorman Products
DORM
|
$4.22M |
| 5 |
VG
Vonage Holdings Corporation
VG
|
$4.17M |
Sector Composition
| 1 | Industrials | 14.48% |
| 2 | Healthcare | 14.2% |
| 3 | Technology | 14.06% |
| 4 | Financials | 13.48% |
| 5 | Consumer Discretionary | 10.27% |
