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
$486M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.27M
3
+$9.16M
4
BRBR icon
BellRing Brands
BRBR
+$6.86M
5
NJR icon
New Jersey Resources
NJR
+$6.12M

Top Sells

1
+$8.53M
2
+$7.81M
3
+$7.41M
4
SLAB icon
Silicon Laboratories
SLAB
+$6.52M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.98M

Sector Composition

1 Financials 18.35%
2 Industrials 16.43%
3 Healthcare 15.01%
4 Technology 14.21%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-4,612
152
– –
-2,473
153
– –
-108,361
154
– –
-19,162
155
– –
-9,584
156
– –
-93,771
157
– –
-1,444
158
– –
-63,139
159
– –
-135,042
160
– –
-1,017
161
– –
-410,286
162
– –
-395,670
163
– –
-4,525
164
– –
-35,313
165
– –
-13,491
166
– –
-1,867
167
– –
-888
168
– –
-113,653
169
– –
-91,883
170
– –
-153,204
171
– –
-38,569
172
– –
-70,014
173
– –
-106,798
174
– –
-4,240
175
– –
-2,927
3 4 5 6
7