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
$528M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$6.17M
3
+$5.89M
4
ARCB icon
ArcBest
ARCB
+$5.84M
5
SLG icon
SL Green Realty
SLG
+$5.01M

Top Sells

1
+$6.34M
2
+$5.27M
3
+$5.25M
4
BWXT icon
BWX Technologies
BWXT
+$5.04M
5
TEX icon
Terex
TEX
+$3.95M

Sector Composition

1 Healthcare 16.44%
2 Industrials 14.99%
3 Financials 14.57%
4 Technology 13.45%
5 Energy 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$367K 0.07%
1,952
-43
152
$362K 0.07%
+2,191
153
$342K 0.06%
6,926
-153
154
$342K 0.06%
+564
155
$337K 0.06%
+1,936
156
$332K 0.06%
2,920
-63
157
$321K 0.06%
6,940
-154
158
$319K 0.06%
+3,792
159
$312K 0.06%
+9,123
160
$305K 0.06%
+1,062
161
$301K 0.06%
2,987
-70
162
$291K 0.06%
3,103
-69
163
$285K 0.05%
965
-21
164
$280K 0.05%
+2,310
165
$280K 0.05%
+2,417
166
$275K 0.05%
2,132
-47
167
$272K 0.05%
705
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168
$271K 0.05%
5,195
+1,969
169
$260K 0.05%
+592
170
$257K 0.05%
+3,775
171
$253K 0.05%
8,977
172
$252K 0.05%
6,516
173
$252K 0.05%
+1,949
174
$251K 0.05%
+4,267
175
$250K 0.05%
3,507
-81
5 6
7
8 9