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
$80.2M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.1M
3
+$1.09M
4
ROG icon
Rogers Corp
ROG
+$1.06M
5
TRNO icon
Terreno Realty
TRNO
+$1.05M

Top Sells

1
+$980K
2
+$709K
3
+$633K
4
SND icon
Smart Sand
SND
+$631K
5
CY
Cypress Semiconductor
CY
+$614K

Sector Composition

1 Technology 19.38%
2 Financials 17.52%
3 Industrials 13.43%
4 Healthcare 12.89%
5 Consumer Discretionary 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.91M 2.38%
56,595
+31,290
2
$1.86M 2.32%
31,075
+18,380
3
$1.85M 2.31%
138,665
+34,210
4
$1.82M 2.27%
19,071
+4,586
5
$1.79M 2.24%
60,373
+14,445
6
$1.59M 1.99%
23,290
+1,390
7
$1.55M 1.93%
33,005
+8,020
8
$1.48M 1.84%
67,375
+21,540
9
$1.43M 1.78%
8,640
+2,365
10
$1.4M 1.75%
96,155
+26,460
11
$1.39M 1.73%
29,670
+7,095
12
$1.34M 1.68%
20,180
+5,535
13
$1.34M 1.67%
27,165
+6,475
14
$1.29M 1.61%
34,745
+5,440
15
$1.28M 1.6%
13,690
+2,885
16
$1.28M 1.59%
9,080
+4,565
17
$1.25M 1.56%
16,920
-350
18
$1.23M 1.53%
17,117
+7,802
19
$1.21M 1.51%
22,965
+5,515
20
$1.14M 1.42%
+41,590
21
$1.13M 1.41%
12,465
+3,405
22
$1.13M 1.4%
30,155
+11,840
23
$1.11M 1.38%
14,420
+7,110
24
$1.11M 1.38%
14,480
+6,950
25
$1.1M 1.38%
7,925
+1,885
1
2 3 4 5