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
$470M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.71M
3
+$7.67M
4
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$6.43M
5
MZTI
The Marzetti Company
MZTI
+$6.16M

Top Sells

1
+$8.07M
2
+$6.07M
3
+$5.85M
4
TREX icon
Trex
TREX
+$5.59M
5
TDOC icon
Teladoc Health
TDOC
+$5.56M

Sector Composition

1 Financials 19.01%
2 Technology 15.3%
3 Industrials 15.08%
4 Healthcare 12.49%
5 Consumer Discretionary 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$225K 0.05%
1,385
-81
152
$224K 0.05%
946
-459
153
$219K 0.05%
+2,470
154
$213K 0.05%
3,334
-199
155
$210K 0.04%
+10,068
156
$209K 0.04%
+1,223
157
$205K 0.04%
+1,683
158
$204K 0.04%
+1,332
159
$200K 0.04%
+1,782
160
$87K 0.02%
+30,700
161
– –
-16,054
162
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-47,112
163
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-1,171
164
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-17,413
165
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-60,635
166
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-15,040
167
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-77,243
168
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-112,169
169
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-34,691
170
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171
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-39,557
172
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173
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-67,735
174
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-19,906
175
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-3,267
4 5 6
7
8