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Moody Aldrich Partners Portfolio holdings
AUM
$557M
1-Year Est. Return
122.79%
This Fund
S&P 500
This Quarter
Est. Return
+3%
1 Year Est. Return
+122.79%
3 Year Est. Return
+335.86%
5 Year Est. Return
+437.05%
10 Year Est. Return
+2,951.39%
AUM
$47.5M
AUM Growth
–
Cap. Flow
+$44.3M
Cap. Flow
% of AUM
93.09%
Top 10 Holdings %
Top 10 Hldgs %
19.79%
Holding
86
New
86
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bankunited
BKU
|
+$1.08M |
| 2 |
INXN
Interxion Holding N.V.
INXN
|
+$1.06M |
| 3 |
BRKL
Brookline Bancorp
BRKL
|
+$919K |
| 4 |
WCG
Wellcare Health Plans, Inc.
WCG
|
+$905K |
| 5 |
ISBC
Investors Bancorp, Inc.
ISBC
|
+$872K |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.69% |
| 2 | Technology | 15.05% |
| 3 | Industrials | 13.4% |
| 4 | Healthcare | 12.36% |
| 5 | Consumer Discretionary | 12.07% |
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Moody Aldrich Partners's Q1 2016 Portfolio in Review
Q1 2016 is the first quarter with a 13F filing on record for Moody Aldrich Partners, which disclosed 86 positions worth $47.5M. Its ten largest holdings account for 20% of the portfolio.
Its largest position is Bankunited: 32,250 shares worth $1.11M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, followed by Technology and Industrials.
- Moody Aldrich Partners's largest Q1 2016 buy was Bankunited: 32,250 shares worth $1.11M.
- Moody Aldrich Partners's ten largest holdings make up 20% of its $47.5M portfolio in Q1 2016.
- Moody Aldrich Partners disclosed 86 positions in Q1 2016, its first 13F filing on record.
Based on Moody Aldrich Partners's 13F filing for Q1 2016, filed 25 Apr 2016.