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
$620M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$7.49M
3
+$7.3M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$6.97M
5
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$6.44M

Top Sells

1
+$6.77M
2
+$6.04M
3
+$5.04M
4
ICFI icon
ICF International
ICFI
+$4.83M
5
NOMD icon
Nomad Foods
NOMD
+$4.56M

Sector Composition

1 Financials 21.75%
2 Technology 19.52%
3 Industrials 15.2%
4 Healthcare 13.39%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$278K 0.04%
2,797
-20
152
$275K 0.04%
970
-6
153
$275K 0.04%
+1,924
154
$268K 0.04%
732
-5
155
$264K 0.04%
3,149
-17
156
$261K 0.04%
771
-4
157
$257K 0.04%
3,958
-28
158
$254K 0.04%
+5,012
159
$252K 0.04%
1,253
-7
160
$250K 0.04%
660
-576
161
$245K 0.04%
1,820
-12
162
$242K 0.04%
2,536
-16
163
$239K 0.04%
23,866
-145
164
$238K 0.04%
+1,798
165
$231K 0.04%
+1,319
166
$225K 0.04%
+2,346
167
$218K 0.04%
+483
168
$217K 0.04%
+1,465
169
$212K 0.03%
+536
170
$212K 0.03%
4,911
-2,920
171
$204K 0.03%
+2,594
172
$201K 0.03%
+5,000
173
$117K 0.02%
43,936
-40,064
174
– –
-8,553
175
– –
-27,433
4 5 6
7
8