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
$494M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$7.02M
3
+$6.79M
4
MGRC icon
McGrath RentCorp
MGRC
+$6.5M
5
RBC icon
RBC Bearings
RBC
+$4.9M

Top Sells

1
+$4.95M
2
+$4.25M
3
+$4.19M
4
WWW icon
Wolverine World Wide
WWW
+$4.14M
5
CNS icon
Cohen & Steers
CNS
+$4.08M

Sector Composition

1 Industrials 18.3%
2 Financials 16.9%
3 Healthcare 13.86%
4 Technology 12.03%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-26,852
177
– –
-34,036
178
– –
-42,069
179
– –
-268,918
180
– –
-170,426
181
– –
-173,574
182
– –
-128,545
4 5 6 7
8