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
$693M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$8.31M
3
+$7.92M
4
RBC icon
RBC Bearings
RBC
+$6.7M
5
COLB icon
Columbia Banking Systems
COLB
+$6.5M

Top Sells

1
+$7.99M
2
+$7.74M
3
+$6.42M
4
HELE icon
Helen of Troy
HELE
+$5.94M
5
MRTN icon
Marten Transport
MRTN
+$5.79M

Sector Composition

1 Financials 24.54%
2 Industrials 18.24%
3 Technology 15.7%
4 Consumer Discretionary 13.14%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$341K 0.05%
28,345
+4,479
152
$323K 0.05%
1,146
+176
153
$317K 0.05%
1,932
+312
154
$312K 0.05%
2,790
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155
$307K 0.04%
5,852
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156
$305K 0.04%
+10,592
157
$304K 0.04%
2,289
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158
$300K 0.04%
3,331
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159
$297K 0.04%
1,495
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160
$294K 0.04%
+3,592
161
$292K 0.04%
643
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162
$282K 0.04%
2,138
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163
$265K 0.04%
2,516
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164
$260K 0.04%
4,712
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165
$256K 0.04%
1,576
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166
$245K 0.04%
693
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167
$239K 0.03%
3,091
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168
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169
$235K 0.03%
+14,972
170
$235K 0.03%
923
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171
$234K 0.03%
+2,160
172
$234K 0.03%
+1,228
173
$219K 0.03%
+1,433
174
$213K 0.03%
576
+93
175
$211K 0.03%
5,000
5 6
7
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