MAP
Moody Aldrich Partners Portfolio holdings
AUM $478M
AUM
$478M
AUM Growth
-$62.2M (-12%)
Cap. Flow
+$31.7M
Cap. Flow % of AUM
6.63%
Top 10 Holdings %Top 10 Hldgs %
20.12%
Holding
222
New
26
Increased
35
Reduced
96
Closed
54
Top Buys
| 1 | $5.66M | |
| 2 | $4.65M | |
| 3 | $4.34M | |
| 4 | $4.08M | |
| 5 | $3.34M |
Top Sells
| 1 | $4.19M | |
| 2 | $2.51M | |
| 3 | $2.3M | |
| 4 | $2.21M | |
| 5 | $2.14M |
Sector Composition
| 1 | Financials | 24.86% |
| 2 | Healthcare | 19.06% |
| 3 | Industrials | 13.92% |
| 4 | Technology | 13.34% |
| 5 | Consumer Discretionary | 6.5% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -4,037 | Closed | – | |||
| $0 | 0% | 0 -3,772 | Closed | – | |||
| $0 | 0% | 0 -39,400 | Closed | – | |||
| $0 | 0% | 0 -2,791 | Closed | – | |||
| $0 | 0% | 0 -74,773 | Closed | – | |||
| $0 | 0% | 0 -66,289 | Closed | – | |||
| $0 | 0% | 0 -63,931 | Closed | – | |||
| $0 | 0% | 0 -131,710 | Closed | – | |||
| $0 | 0% | 0 -10,683 | Closed | – | |||
| $0 | 0% | 0 -33,239 | Closed | – | |||
| $0 | 0% | 0 -1,906 | Closed | – | |||
| $0 | 0% | 0 -1,390 | Closed | – | |||
| $0 | 0% | 0 -1,660 | Closed | – | |||
| $0 | 0% | 0 -15,004 | Closed | – | |||
| $0 | 0% | 0 -700 | Closed | – | |||
| $0 | 0% | 0 -2,744 | Closed | – | |||
| $0 | 0% | 0 -14,950 | Closed | – | |||
| $0 | 0% | 0 -2,037 | Closed | – | |||
| $0 | 0% | 0 -2,683 | Closed | – | |||
| $0 | 0% | 0 -2,570 | Closed | – | |||
| $0 | 0% | 0 -1,722 | Closed | – | |||
| $0 | 0% | 0 -28,048 | Closed | – | |||
| $0 | 0% | 0 -928 | Closed | – | |||
| $0 | 0% | 0 -8,348 | Closed | – | |||
| $0 | 0% | 0 -5,693 | Closed | – |
