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

Top Buys

1
+$8.53M
2
+$6.03M
3
+$5.7M
4
MZTI
The Marzetti Company
MZTI
+$5.23M
5
DO
Diamond Offshore Drilling, Inc.
DO
+$5.05M

Top Sells

1
+$6.34M
2
+$5.27M
3
+$5.25M
4
BWXT icon
BWX Technologies
BWXT
+$4.86M
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
176
$249K 0.05%
5,976
-132
177
$247K 0.05%
953
+271
178
$247K 0.05%
4,002
+671
179
$239K 0.05%
2,257
-50
180
$234K 0.04%
+416
181
$230K 0.04%
+1,307
182
$230K 0.04%
+524
183
$227K 0.04%
+777
184
$224K 0.04%
+1,442
185
$220K 0.04%
+633
186
$220K 0.04%
20,256
-458
187
$218K 0.04%
+2,388
188
$213K 0.04%
1,488
-32
189
$212K 0.04%
+1,172
190
$210K 0.04%
+530
191
$203K 0.04%
+483
192
$157K 0.03%
+10,700
193
– –
-702
194
– –
-51,533
195
– –
-3,874
196
– –
-59,876
197
– –
-30,872
198
– –
-194,470
199
– –
-57,451
200
– –
-1,610
5 6 7
8
9