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
$305M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$7.38M
3
+$5.97M
4
BCPC
Balchem Corp
BCPC
+$4.59M
5
RBC icon
RBC Bearings
RBC
+$3.73M

Top Sells

1
+$5.21M
2
+$4.71M
3
+$3.4M
4
CDNA icon
CareDx
CDNA
+$3.39M
5
EGHT icon
8x8 Inc
EGHT
+$2.43M

Sector Composition

1 Financials 15.63%
2 Industrials 13.45%
3 Healthcare 13.09%
4 Technology 10.85%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19M 6.25%
+142,117
2
$8.04M 2.64%
101,145
+14,798
3
$7.89M 2.59%
267,914
+18,905
4
$7.56M 2.48%
214,880
+14,820
5
$7.38M 2.42%
72,132
+35,516
6
$7.38M 2.42%
+90,796
7
$6.7M 2.2%
123,609
-3,180
8
$6.35M 2.09%
96,911
+6,862
9
$5.97M 1.96%
+106,908
10
$5.72M 1.88%
81,425
+215
11
$5.69M 1.87%
60,571
+4,312
12
$5.62M 1.84%
336,046
+107,069
13
$5.37M 1.76%
156,993
-4,456
14
$5.21M 1.71%
62,263
+8,192
15
$5.09M 1.67%
140,183
-8,501
16
$5.07M 1.67%
81,259
+3,485
17
$4.89M 1.61%
77,885
+34,895
18
$4.83M 1.58%
229,362
-20,839
19
$4.72M 1.55%
156,161
+32,982
20
$4.64M 1.52%
81,816
-7,122
21
$4.63M 1.52%
51,420
+3,599
22
$4.59M 1.51%
162,488
+5,811
23
$4.59M 1.51%
+58,542
24
$4.58M 1.5%
154,110
-8,640
25
$4.4M 1.44%
69,804
+2,330
1
2 3 4 5