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
$281M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$5.48M
3
+$5.28M
4
WBT
Welbilt, Inc.
WBT
+$4.69M
5
STMP
Stamps.com, Inc.
STMP
+$4.13M

Top Sells

1
+$4.23M
2
+$3.71M
3
+$2.68M
4
MPWR icon
Monolithic Power Systems
MPWR
+$2.51M
5
PEGA icon
Pegasystems
PEGA
+$2.48M

Sector Composition

1 Healthcare 17.48%
2 Financials 14.78%
3 Technology 13.5%
4 Industrials 11.58%
5 Consumer Discretionary 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.76M 2.4%
67,851
+23,503
2
$6.36M 2.26%
168,870
+70,598
3
$6.28M 2.23%
210,416
+102,227
4
$5.82M 2.07%
164,288
+96,857
5
$5.75M 2.04%
+67,299
6
$5.65M 2.01%
92,115
+39,503
7
$5.57M 1.98%
136,690
+72,913
8
$5.56M 1.98%
94,922
+55,218
9
$5.52M 1.96%
175,895
+75,266
10
$5.48M 1.95%
+42,370
11
$5.28M 1.88%
+54,939
12
$5.26M 1.87%
67,090
+28,680
13
$5.11M 1.82%
124,941
+53,460
14
$4.92M 1.75%
264,308
+80,971
15
$4.69M 1.67%
+210,224
16
$4.62M 1.64%
23,912
+9,818
17
$4.37M 1.55%
64,655
+23,498
18
$4.35M 1.55%
58,978
+25,255
19
$4.31M 1.53%
24,858
+10,667
20
$4.22M 1.5%
41,274
+17,660
21
$4.13M 1.47%
+16,330
22
$4.13M 1.47%
+86,988
23
$4.08M 1.45%
120,437
+27,828
24
$4.05M 1.44%
312,611
+177,181
25
$4.04M 1.44%
80,120
+41,112
1
2 3 4 5