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
$331M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$3.39M
3
+$2.16M
4
DECK icon
Deckers Outdoor
DECK
+$2.15M
5
QTS
QTS REALTY TRUST, INC.
QTS
+$2.14M

Top Sells

1
+$45.9M
2
+$5.04M
3
+$4.29M
4
GTLS icon
Chart Industries
GTLS
+$4.2M
5
PFS icon
Provident Financial Services
PFS
+$3.94M

Sector Composition

1 Industrials 17.05%
2 Healthcare 16.63%
3 Technology 15.75%
4 Financials 14.08%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.73M 2.64%
38,623
+9,535
2
$8.07M 2.43%
112,169
-64
3
$7.56M 2.28%
130,339
+36,813
4
$7.53M 2.27%
145,546
-127
5
$7.52M 2.27%
76,158
-103
6
$6.94M 2.09%
107,771
-137
7
$6.77M 2.04%
364,748
-204
8
$6.25M 1.89%
208,617
-43
9
$6.07M 1.83%
79,318
-10,334
10
$5.94M 1.79%
144,838
+7
11
$5.76M 1.74%
67,435
+15,781
12
$5.74M 1.73%
66,920
-15,393
13
$5.6M 1.69%
49,100
+329
14
$5.52M 1.67%
320,501
+4,148
15
$5.46M 1.65%
76,581
+4,801
16
$5.36M 1.62%
200,100
+1,668
17
$5.36M 1.62%
154,033
-158
18
$5.08M 1.53%
120,216
-170
19
$5.05M 1.52%
191,804
+58,400
20
$4.91M 1.48%
196,429
+75,989
21
$4.84M 1.46%
34,408
-78
22
$4.78M 1.44%
49,516
+1,102
23
$4.71M 1.42%
30,394
-5,813
24
$4.68M 1.41%
67,260
+6,316
25
$4.62M 1.39%
177,597
-23,424
1
2 3 4 5