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
$97.2M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.24M
3
+$1.08M
4
AERI
Aerie Pharmaceuticals
AERI
+$1.05M
5
WTFC icon
Wintrust Financial
WTFC
+$962K

Top Sells

1
+$1.55M
2
+$1.11M
3
+$853K
4
ISBC
Investors Bancorp, Inc.
ISBC
+$846K
5
POR icon
Portland General Electric
POR
+$842K

Sector Composition

1 Technology 21.74%
2 Financials 15.72%
3 Healthcare 12.59%
4 Consumer Discretionary 11.89%
5 Industrials 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.21M 2.27%
60,940
+4,345
2
$2.2M 2.27%
76,368
+8,993
3
$2.12M 2.18%
26,510
+3,220
4
$2.1M 2.16%
26,771
+12,291
5
$2.07M 2.13%
21,536
+2,465
6
$2.06M 2.12%
68,203
+7,830
7
$2.05M 2.11%
50,653
+15,908
8
$1.97M 2.02%
35,789
+4,714
9
$1.94M 2%
9,916
+1,276
10
$1.74M 1.79%
60,854
+19,264
11
$1.74M 1.78%
23,236
+3,056
12
$1.73M 1.78%
33,629
+3,959
13
$1.72M 1.77%
110,909
+14,754
14
$1.65M 1.69%
24,557
+7,197
15
$1.56M 1.61%
49,329
+24,904
16
$1.55M 1.6%
10,251
+1,171
17
$1.53M 1.58%
19,166
+2,246
18
$1.52M 1.56%
14,279
+1,814
19
$1.51M 1.55%
19,515
+2,398
20
$1.49M 1.54%
26,021
+3,056
21
$1.49M 1.53%
+47,891
22
$1.48M 1.53%
11,125
+1,326
23
$1.4M 1.44%
13,121
+1,741
24
$1.39M 1.43%
16,900
+3,210
25
$1.36M 1.4%
22,256
+2,591
1
2 3 4 5