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
$144M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.35M
3
+$2.21M
4
TRNO icon
Terreno Realty
TRNO
+$2.1M
5
SLAB icon
Silicon Laboratories
SLAB
+$1.87M

Top Sells

1
+$2.21M
2
+$1.57M
3
+$1.43M
4
INVX
Innovex International
INVX
+$1.2M
5
DY icon
Dycom Industries
DY
+$1.15M

Sector Composition

1 Technology 18.22%
2 Healthcare 13.67%
3 Financials 12.56%
4 Industrials 12.46%
5 Consumer Discretionary 11.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.62M 2.52%
+125,123
2
$3.52M 2.45%
59,950
+31,840
3
$3.19M 2.22%
39,545
+3,830
4
$3.18M 2.21%
260,592
+28,070
5
$3.16M 2.2%
59,780
+730
6
$3.11M 2.17%
259,010
+30,705
7
$2.93M 2.04%
54,125
+5,650
8
$2.87M 2%
79,180
-22,690
9
$2.78M 1.94%
49,220
+4,670
10
$2.56M 1.78%
146,870
+14,465
11
$2.54M 1.77%
27,305
+2,810
12
$2.37M 1.65%
88,890
+9,280
13
$2.35M 1.64%
+85,340
14
$2.31M 1.61%
139,777
+14,520
15
$2.25M 1.57%
48,850
+21,460
16
$2.24M 1.56%
30,600
+2,965
17
$2.21M 1.54%
+116,800
18
$2.2M 1.53%
25,385
+2,620
19
$2.1M 1.46%
+76,205
20
$2.02M 1.41%
153,645
+15,820
21
$2.02M 1.4%
104,933
+10,845
22
$1.93M 1.35%
49,875
-295
23
$1.92M 1.33%
39,550
+12,870
24
$1.91M 1.33%
29,950
+3,090
25
$1.91M 1.33%
33,610
+16,955
1
2 3 4 5