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
$487M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1 +$45.9M
2 +$7.41M
3 +$7.25M
4
WSFS icon
WSFS Financial
WSFS
+$6.04M
5
ICFI icon
ICF International
ICFI
+$5.99M

Top Sells

1 +$5.04M
2 +$4.93M
3 +$4.64M
4
DORM icon
Dorman Products
DORM
+$4.22M
5
VG
Vonage Holdings Corporation
VG
+$4.17M

Sector Composition

1 Industrials 14.37%
2 Healthcare 14.2%
3 Technology 14.06%
4 Financials 13.48%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$148K 0.03%
13,389
+2,814
152
$101K 0.02%
10,337
-3,528
153
-2,519
154
-9,415
155
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-62,966
157
-28,592
158
-23,665
159
-9,403
160
-66,452
161
-102,136
162
-19,481
163
-18,843
164
-19,655
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-121,245
166
-239,413
167
-40,670
168
-49,279
169
-49,830
170
-368,864