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
$155M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.67M
3
+$2.47M
4
IDTI
Integrated Device Technology I
IDTI
+$2.17M
5
KMT icon
Kennametal
KMT
+$1.83M

Top Sells

1
+$1.74M
2
+$1.58M
3
+$1.51M
4
GMED icon
Globus Medical
GMED
+$1.43M
5
YDKN
Yadkin Financial Corporation
YDKN
+$1.41M

Sector Composition

1 Financials 21.39%
2 Technology 18.26%
3 Consumer Discretionary 14.27%
4 Industrials 14.15%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.57M 2.95%
86,875
+46,940
2
$4.18M 2.69%
254,832
-5,760
3
$3.96M 2.55%
283,715
+24,705
4
$3.8M 2.45%
58,480
-1,470
5
$3.74M 2.41%
53,025
-1,100
6
$3.36M 2.17%
121,958
-3,165
7
$3.23M 2.08%
+59,860
8
$3.22M 2.08%
51,010
-8,770
9
$2.97M 1.91%
50,940
+17,330
10
$2.9M 1.87%
38,550
-995
11
$2.82M 1.82%
18,600
+7,235
12
$2.82M 1.82%
87,010
-1,880
13
$2.71M 1.74%
81,270
+54,045
14
$2.69M 1.74%
76,735
-2,445
15
$2.67M 1.72%
+54,840
16
$2.56M 1.65%
143,260
-3,610
17
$2.54M 1.63%
29,880
-720
18
$2.48M 1.6%
83,200
-2,140
19
$2.39M 1.54%
46,430
+13,800
20
$2.35M 1.52%
26,745
-560
21
$2.27M 1.46%
38,500
-1,050
22
$2.25M 1.45%
41,610
+33,170
23
$2.24M 1.45%
38,760
+16,405
24
$2.17M 1.4%
+91,875
25
$2.15M 1.38%
35,865
+9,370
1
2 3 4 5