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
$331M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$4.54M
3
+$2.68M
4
KBH icon
KB Home
KBH
+$2.68M
5
ESNT icon
Essent Group
ESNT
+$2.59M

Top Sells

1
+$45.9M
2
+$5.04M
3
+$4.29M
4
GTLS icon
Chart Industries
GTLS
+$4.2M
5
PFS icon
Provident Financial Services
PFS
+$3.94M

Sector Composition

1 Industrials 17.05%
2 Healthcare 16.63%
3 Technology 15.75%
4 Financials 14.08%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-23,633
152
– –
-23,327
153
– –
-1,299
154
– –
-1,889
155
– –
-45,160
156
– –
-13,084
157
– –
-81,000
158
– –
-23,204
159
– –
-1,406
160
– –
-1,344
161
– –
-1,132
162
– –
-50,040
163
– –
-3,440
164
– –
-312,282
165
– –
-10,337
166
– –
-1,166
3 4 5 6
7