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
$517M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.26M
3
+$4.99M
4
CWST icon
Casella Waste Systems
CWST
+$4.62M
5
MOD icon
Modine Manufacturing
MOD
+$4.32M

Top Sells

1
+$8.42M
2
+$6.57M
3
+$6.39M
4
COOP
Mr. Cooper
COOP
+$6.34M
5
HALO icon
Halozyme
HALO
+$6.17M

Sector Composition

1 Financials 20.97%
2 Technology 16.81%
3 Healthcare 15.05%
4 Industrials 14.97%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$271K 0.05%
2,581
152
$271K 0.05%
6,658
-115
153
$268K 0.05%
3,506
-59
154
$268K 0.05%
992
-21
155
$266K 0.05%
1,671
156
$264K 0.05%
1,499
-1,072
157
$258K 0.05%
1,431
-26
158
$256K 0.05%
+1,378
159
$253K 0.05%
1,863
-807
160
$248K 0.05%
1,039
-12
161
$242K 0.05%
+14,494
162
$241K 0.05%
2,432
-41
163
$237K 0.05%
2,210
-694
164
$233K 0.05%
+2,485
165
$231K 0.04%
4,152
166
$227K 0.04%
4,800
167
$222K 0.04%
+2,038
168
$222K 0.04%
+1,285
169
$221K 0.04%
301
-154
170
$220K 0.04%
2,124
-32
171
$220K 0.04%
1,953
-33
172
$219K 0.04%
4,008
-66
173
$211K 0.04%
+443
174
$208K 0.04%
1,781
-28
175
$208K 0.04%
+1,220
4 5 6
7
8