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
$391M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$4.99M
3
+$4.7M
4
EXPO icon
Exponent
EXPO
+$3.77M
5
FIVN icon
FIVE9
FIVN
+$3.58M

Top Sells

1
+$8.94M
2
+$4.76M
3
+$4.33M
4
HUBS icon
HubSpot
HUBS
+$4.07M
5
INXN
Interxion Holding N.V.
INXN
+$3.77M

Sector Composition

1 Industrials 15.2%
2 Financials 13.76%
3 Technology 13.4%
4 Healthcare 13.37%
5 Consumer Discretionary 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 3.29%
262,673
+44,434
2
$11.3M 2.89%
279,720
+7,369
3
$10.1M 2.58%
91,799
+26,808
4
$9.88M 2.52%
110,234
+66,441
5
$9.82M 2.51%
103,306
+2,693
6
$9.44M 2.41%
105,571
+22,356
7
$7.82M 2%
102,723
-49,582
8
$7.64M 1.95%
128,218
+3,416
9
$7.07M 1.81%
331,185
-25,654
10
$6.96M 1.78%
91,414
+2,788
11
$6.88M 1.76%
41,218
+1,500
12
$6.68M 1.71%
144,585
+35,819
13
$6.67M 1.7%
78,156
+2,734
14
$6.63M 1.7%
35,182
+1,211
15
$6.35M 1.62%
65,678
+1,747
16
$6.25M 1.6%
62,559
+1,667
17
$6.21M 1.59%
182,897
+4,864
18
$6.14M 1.57%
140,991
+61,017
19
$6.05M 1.55%
72,970
-12,009
20
$5.82M 1.49%
97,769
+23,971
21
$5.78M 1.48%
55,882
+25,441
22
$5.58M 1.43%
158,068
+4,180
23
$5.51M 1.41%
173,164
+25,534
24
$5.49M 1.4%
153,134
+50,034
25
$5.44M 1.39%
353,835
+9,338
1
2 3 4 5