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
$356M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.55M
3
+$3.52M
4
CNMD icon
CONMED
CNMD
+$3.02M
5
FTDR icon
Frontdoor
FTDR
+$2.75M

Top Sells

1
+$19M
2
+$4.19M
3
+$3.81M
4
NGVT icon
Ingevity
NGVT
+$3.14M
5
LOXO
Loxo Oncology, Inc
LOXO
+$2.85M

Sector Composition

1 Healthcare 14.24%
2 Technology 14.01%
3 Industrials 13.99%
4 Financials 11.96%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 2.85%
152,305
+28,696
2
$9.75M 2.74%
272,351
+4,437
3
$9.18M 2.58%
100,613
+9,817
4
$9.18M 2.58%
218,239
+3,359
5
$8.94M 2.51%
62,704
-9,428
6
$7.72M 2.17%
124,802
+17,894
7
$7.47M 2.1%
67,366
+6,795
8
$7.3M 2.05%
356,839
+20,793
9
$7.28M 2.04%
64,991
+47,891
10
$7.18M 2.02%
88,626
+7,201
11
$6.53M 1.83%
75,422
+40,699
12
$6.24M 1.75%
83,215
+1,399
13
$6.08M 1.71%
84,979
+3,720
14
$6.03M 1.69%
178,033
+21,872
15
$5.65M 1.59%
74,527
-22,384
16
$5.65M 1.59%
60,892
+2,350
17
$5.36M 1.5%
63,931
+4,141
18
$5.23M 1.47%
177,946
+23,836
19
$5.21M 1.46%
33,971
+3,251
20
$5.21M 1.46%
62,579
+36,326
21
$5.17M 1.45%
217,003
-12,359
22
$5.16M 1.45%
104,323
+14,124
23
$5.05M 1.42%
39,718
+11,308
24
$4.98M 1.4%
99,365
+37,356
25
$4.97M 1.4%
153,888
-8,600
1
2 3 4 5