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
$620M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$7.49M
3
+$7.3M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$6.97M
5
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$6.44M

Top Sells

1
+$6.77M
2
+$6.04M
3
+$5.04M
4
ICFI icon
ICF International
ICFI
+$4.83M
5
NOMD icon
Nomad Foods
NOMD
+$4.56M

Sector Composition

1 Financials 21.75%
2 Technology 19.52%
3 Industrials 15.2%
4 Healthcare 13.39%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 2.4%
294,704
-66,034
2
$14.2M 2.29%
326,321
+61,165
3
$11.7M 1.89%
127,541
-47,044
4
$11M 1.78%
38,465
-7,551
5
$11M 1.78%
180,401
+197
6
$10.7M 1.73%
107,926
+34,163
7
$10.3M 1.66%
141,146
+38,400
8
$10.1M 1.62%
181,483
+26,856
9
$9.87M 1.59%
219,827
+159
10
$9.52M 1.54%
220,397
+226
11
$9.05M 1.46%
243,462
+233
12
$8.94M 1.44%
178,116
-25,531
13
$8.56M 1.38%
67,230
+90
14
$8.56M 1.38%
72,642
+20,651
15
$8.53M 1.38%
84,921
-15,948
16
$8.46M 1.37%
+113,877
17
$8.29M 1.34%
228,611
+140,020
18
$7.92M 1.28%
227,413
+79,422
19
$7.77M 1.25%
58,273
+72
20
$7.74M 1.25%
157,607
+155
21
$7.7M 1.24%
70,236
+55,251
22
$7.67M 1.24%
123,870
-13,926
23
$7.64M 1.23%
200,128
+32,962
24
$7.56M 1.22%
121,504
-171
25
$7.53M 1.21%
71,197
+43
1
2 3 4 5