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
$123M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.88M
3
+$1.55M
4
ECOL
US Ecology, Inc.
ECOL
+$1.26M
5
NWE icon
NorthWestern Energy
NWE
+$1.22M

Top Sells

1
+$1.97M
2
+$1.52M
3
+$1.49M
4
WAL icon
Western Alliance Bancorporation
WAL
+$1.13M
5
BKU icon
Bankunited
BKU
+$965K

Sector Composition

1 Technology 21.33%
2 Financials 17.48%
3 Consumer Discretionary 13.85%
4 Industrials 12.39%
5 Real Estate 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.46M 2.81%
26,595
+5,059
2
$3.13M 2.54%
38,006
+11,235
3
$2.89M 2.34%
32,714
+6,204
4
$2.87M 2.33%
94,247
+17,879
5
$2.79M 2.26%
64,153
+13,500
6
$2.66M 2.16%
75,971
+15,031
7
$2.48M 2.01%
12,525
+2,609
8
$2.37M 1.92%
+54,594
9
$2.25M 1.82%
84,191
+15,988
10
$2.24M 1.82%
76,850
+15,996
11
$2.22M 1.8%
23,639
+4,473
12
$2.22M 1.8%
13,729
+2,604
13
$2.2M 1.78%
140,084
+29,175
14
$2.09M 1.69%
12,656
+2,405
15
$2.07M 1.67%
35,684
+11,127
16
$2.05M 1.66%
29,351
+6,115
17
$1.97M 1.59%
40,655
+7,717
18
$1.93M 1.57%
16,444
+3,187
19
$1.91M 1.55%
31,956
+10,430
20
$1.88M 1.53%
+73,191
21
$1.87M 1.51%
60,019
+12,128
22
$1.86M 1.51%
16,577
+3,456
23
$1.84M 1.49%
152,885
+46,965
24
$1.84M 1.49%
18,040
+3,761
25
$1.83M 1.49%
78,524
+40,918
1
2 3 4 5