MAP

Moody Aldrich Partners Portfolio holdings

AUM $517M
1-Year Est. Return 38.15%
This Quarter Est. Return
1 Year Est. Return
+38.15%
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
+$9.47M
2
+$6.17M
3
+$5.89M
4
ARCB icon
ArcBest
ARCB
+$5.84M
5
SLG icon
SL Green Realty
SLG
+$5.01M

Top Sells

1
+$6.34M
2
+$5.27M
3
+$5.25M
4
BWXT icon
BWX Technologies
BWXT
+$5.04M
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
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5 6 7 8
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