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
$376M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.44M
3
+$4.19M
4
GTLS icon
Chart Industries
GTLS
+$3.44M
5
RGEN icon
Repligen
RGEN
+$3.27M

Top Sells

1
+$5.82M
2
+$4.35M
3
+$4.34M
4
AVNS icon
Avanos Medical
AVNS
+$4.09M
5
KALU icon
Kaiser Aluminum
KALU
+$3.96M

Sector Composition

1 Industrials 16.17%
2 Financials 14.41%
3 Technology 13.86%
4 Consumer Discretionary 12.95%
5 Healthcare 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.2M 2.99%
255,155
-24,565
2
$10.7M 2.85%
75,794
-16,005
3
$10.3M 2.75%
113,513
+3,279
4
$9.81M 2.61%
192,105
-70,568
5
$8.75M 2.33%
91,809
-11,497
6
$7.81M 2.08%
104,617
+13,203
7
$7.5M 1.99%
75,595
+13,036
8
$7.41M 1.97%
361,643
+30,458
9
$7.35M 1.96%
151,377
+10,386
10
$7.09M 1.89%
+169,995
11
$6.89M 1.83%
151,596
-1,538
12
$6.64M 1.77%
179,997
+39,672
13
$6.51M 1.73%
72,265
-705
14
$6.48M 1.72%
181,141
-1,756
15
$6.19M 1.65%
65,053
-625
16
$5.91M 1.57%
84,520
+20,176
17
$5.84M 1.55%
120,077
+35,407
18
$5.82M 1.55%
156,251
-1,817
19
$5.8M 1.54%
82,871
+5,563
20
$5.76M 1.53%
180,628
-2,106
21
$5.53M 1.47%
168,087
+28,619
22
$5.49M 1.46%
171,427
-1,737
23
$5.44M 1.45%
+66,970
24
$5.33M 1.42%
222,387
-2,696
25
$5.16M 1.37%
350,465
-3,370
1
2 3 4 5