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
$556M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.69M
3
+$4.06M
4
CNMD icon
CONMED
CNMD
+$4.04M
5
ESE icon
ESCO Technologies
ESE
+$4.04M

Top Sells

1
+$11.6M
2
+$6.56M
3
+$4.77M
4
HGV icon
Hilton Grand Vacations
HGV
+$4.72M
5
IMGN
Immunogen Inc
IMGN
+$4.51M

Sector Composition

1 Financials 17.18%
2 Healthcare 16.22%
3 Technology 15.16%
4 Industrials 13.7%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
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