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
$121M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.84M
3
+$1.73M
4
AMWD icon
American Woodmark
AMWD
+$1.72M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$1.69M

Top Sells

1
+$813K
2
+$502K
3
+$495K
4
WCG
Wellcare Health Plans, Inc.
WCG
+$494K
5
GIII icon
G-III Apparel Group
GIII
+$398K

Sector Composition

1 Technology 16.81%
2 Industrials 16.42%
3 Financials 14.33%
4 Consumer Discretionary 11.96%
5 Healthcare 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.76M 3.1%
101,870
+67,700
2
$2.83M 2.33%
31,475
+20,540
3
$2.68M 2.22%
87,265
+55,015
4
$2.56M 2.12%
232,522
+147,252
5
$2.53M 2.09%
228,305
+152,645
6
$2.5M 2.07%
59,050
+39,445
7
$2.47M 2.04%
44,550
+29,745
8
$2.37M 1.96%
35,715
+25,870
9
$2.31M 1.91%
92,185
+57,875
10
$2.21M 1.83%
48,475
+32,600
11
$2.21M 1.83%
78,450
+49,020
12
$2.06M 1.7%
22,765
+14,220
13
$2.02M 1.67%
24,495
+15,300
14
$1.92M 1.58%
132,405
+111,175
15
$1.91M 1.57%
44,255
+25,385
16
$1.89M 1.56%
27,635
+16,130
17
$1.79M 1.48%
15,875
+8,115
18
$1.78M 1.47%
56,450
+37,640
19
$1.75M 1.45%
50,170
+31,385
20
$1.74M 1.43%
79,610
+50,065
21
$1.73M 1.43%
+94,088
22
$1.68M 1.39%
125,257
+78,752
23
$1.63M 1.35%
137,825
+86,275
24
$1.61M 1.33%
24,050
+9,985
25
$1.59M 1.31%
28,555
+8,210
1
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