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
$58.4M
AUM Growth
-$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$688K
2
+$666K
3
+$621K
4
BKH icon
Black Hills Corp
BKH
+$521K
5
COHR
Coherent Inc
COHR
+$505K

Top Sells

1
+$3.22M
2
+$2.9M
3
+$2.69M
4
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$2.58M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$2.58M

Sector Composition

1 Financials 18.87%
2 Technology 17.63%
3 Industrials 14.08%
4 Consumer Discretionary 13.9%
5 Healthcare 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.61M 2.76%
21,900
-36,580
2
$1.5M 2.57%
104,455
-179,260
3
$1.33M 2.28%
14,485
-24,065
4
$1.32M 2.27%
17,270
-33,740
5
$1.3M 2.22%
24,985
-61,890
6
$1.21M 2.07%
45,928
-76,030
7
$1.16M 1.99%
22,575
-37,285
8
$1.12M 1.91%
11,165
-18,715
9
$1.09M 1.87%
69,695
-185,137
10
$1.07M 1.84%
45,835
-97,425
11
$1.06M 1.82%
29,305
-57,705
12
$1.02M 1.74%
20,690
-34,150
13
$1M 1.72%
6,275
-12,325
14
$984K 1.68%
24,875
-51,860
15
$980K 1.68%
31,440
-51,760
16
$952K 1.63%
17,450
-28,980
17
$952K 1.63%
14,645
-38,380
18
$934K 1.6%
13,627
-22,295
19
$907K 1.55%
9,060
-17,685
20
$868K 1.49%
22,135
-36,535
21
$811K 1.39%
24,240
-57,030
22
$797K 1.36%
33,675
-58,200
23
$791K 1.35%
14,560
-23,940
24
$779K 1.33%
6,040
-10,010
25
$778K 1.33%
31,745
-35,795
1
2 3 4