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 -66,249 | Closed | – | |||
| $0 | 0% | 0 -3,095 | Closed | – | |||
| $0 | 0% | 0 -3,725 | Closed | – | |||
| $0 | 0% | 0 -1,900 | Closed | – | |||
| $0 | 0% | 0 -5,006 | Closed | – | |||
| $0 | 0% | 0 -925 | Closed | – | |||
| $0 | 0% | 0 -20,455 | Closed | – | |||
| $0 | 0% | 0 -143,587 | Closed | – | |||
| $0 | 0% | 0 -625 | Closed | – | |||
| $0 | 0% | 0 -89,486 | Closed | – | |||
| $0 | 0% | 0 -5,552 | Closed | – | |||
| $0 | 0% | 0 -1,141 | Closed | – | |||
| $0 | 0% | 0 -399 | Closed | – | |||
| $0 | 0% | 0 -11,068 | Closed | – | |||
| $0 | 0% | 0 -40,897 | Closed | – | |||
| $0 | 0% | 0 -1,609 | Closed | – | |||
| $0 | 0% | 0 -1,718 | Closed | – | |||
| $0 | 0% | 0 -79,145 | Closed | – | |||
| $0 | 0% | 0 -1,665 | Closed | – | |||
| $0 | 0% | 0 -2,304 | Closed | – | |||
| $0 | 0% | 0 -13,136 | Closed | – | |||
| $0 | 0% | 0 -2,653 | Closed | – |
