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
$156M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.63M
3
+$2.25M
4
KMG
KMG Chemicals Inc
KMG
+$2.02M
5
GMED icon
Globus Medical
GMED
+$1.94M

Top Sells

1
+$2.25M
2
+$2.22M
3
+$1.93M
4
MSCC
Microsemi Corp
MSCC
+$1.39M
5
NAVG
Navigators Group Inc
NAVG
+$1.29M

Sector Composition

1 Technology 21.54%
2 Financials 19.26%
3 Industrials 12.93%
4 Consumer Discretionary 12.41%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.23M 2.71%
49,163
+11,157
2
$3.99M 2.56%
44,348
+11,634
3
$3.71M 2.38%
+77,466
4
$3.39M 2.18%
98,272
+22,301
5
$3.27M 2.1%
20,258
+7,602
6
$3.22M 2.07%
92,609
-1,638
7
$3.15M 2.02%
52,612
+16,928
8
$3.1M 1.99%
72,888
+8,735
9
$3M 1.92%
71,481
+16,887
10
$2.97M 1.91%
183,337
+43,253
11
$2.96M 1.9%
30,120
+3,525
12
$2.9M 1.86%
100,629
+23,779
13
$2.87M 1.84%
108,189
+34,998
14
$2.75M 1.76%
38,410
+9,059
15
$2.68M 1.72%
78,025
+18,006
16
$2.63M 1.69%
+63,777
17
$2.51M 1.61%
21,687
+5,110
18
$2.48M 1.59%
81,774
+27,180
19
$2.39M 1.53%
14,094
+3,085
20
$2.36M 1.52%
149,929
+57,560
21
$2.36M 1.51%
11,331
-1,194
22
$2.35M 1.51%
37,423
+8,844
23
$2.25M 1.45%
+39,704
24
$2.25M 1.44%
23,614
+5,574
25
$2.24M 1.44%
19,736
+4,653
1
2 3 4 5