MAP

Moody Aldrich Partners Portfolio holdings

AUM $536M
1-Year Est. Return 66.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.1%
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
+$15.5M
2
+$9.89M
3
+$9.04M
4
BRBR icon
BellRing Brands
BRBR
+$8M
5
NJR icon
New Jersey Resources
NJR
+$7.05M

Top Sells

1
+$9.46M
2
+$8.53M
3
+$7.06M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$6.78M
5
RGEN icon
Repligen
RGEN
+$6.46M

Sector Composition

1 Financials 18.35%
2 Industrials 16.73%
3 Healthcare 15.01%
4 Technology 13.91%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
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