We are live on ! Find out more
MAP

Moody Aldrich Partners Portfolio holdings

AUM $555M
1-Year Est. Return 88.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+88.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$10.7M
2 +$7.02M
3 +$7.01M
4
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$6.32M
5
MZTI
The Marzetti Company
MZTI
+$5.79M

Top Sells

1 +$8.07M
2 +$6.07M
3 +$5.56M
4
CSFL
CenterState Bank Corporation Common Stock
CSFL
+$5.52M
5
MRCY icon
Mercury Systems
MRCY
+$5.46M

Sector Composition

1 Financials 19.01%
2 Technology 15.3%
3 Industrials 15.08%
4 Healthcare 12.49%
5 Consumer Discretionary 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,944
177
-64,639
178
-76,581
179
-30,682
180
-4,106
181
-5,831
182
-19,520
183
-66,512
184
-26,408
185
-821
186
-114,918
187
-17,034
188
-44,485
189
-320,501
190
-34,691
191
-79,318
192
-39,557