MAP

Moody Aldrich Partners Portfolio holdings

AUM $527M
1-Year Est. Return 46.7%
This Quarter Est. Return
1 Year Est. Return
+46.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$788M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.7M
3
+$9.89M
4
ABG icon
Asbury Automotive
ABG
+$9.01M
5
WSC icon
WillScot Mobile Mini Holdings
WSC
+$7.65M

Top Sells

1
+$7.06M
2
+$4.73M
3
+$4.73M
4
TPIC
TPI Composites
TPIC
+$4.21M
5
PGTI
PGT, Inc.
PGTI
+$4.03M

Sector Composition

1 Technology 20.81%
2 Financials 20.22%
3 Industrials 16.09%
4 Consumer Discretionary 11.17%
5 Healthcare 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$328K 0.04%
224,513
152
$288K 0.04%
1,635
-1
153
$281K 0.04%
567
-1
154
$271K 0.03%
3,540
-3
155
$262K 0.03%
2,255
-2
156
$253K 0.03%
4,639
-5
157
$249K 0.03%
3,188
-5
158
$243K 0.03%
5,000
159
$238K 0.03%
4,525
160
$236K 0.03%
2,160
161
$235K 0.03%
1,412
-1
162
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1,548
-3
163
$217K 0.03%
+526
164
$215K 0.03%
+1,160
165
$212K 0.03%
1,794
-2
166
$210K 0.03%
2,379
-4
167
$207K 0.03%
483
168
$87K 0.01%
15,503
169
– –
-2,101
170
– –
-2,610
171
– –
-14,480
172
– –
-48,373
173
– –
-65,040
174
– –
-2,350
175
– –
-23,560
4 5 6
7
8