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
$693M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$8.31M
3
+$7.92M
4
RBC icon
RBC Bearings
RBC
+$6.7M
5
COLB icon
Columbia Banking Systems
COLB
+$6.5M

Top Sells

1
+$7.99M
2
+$7.74M
3
+$6.42M
4
HELE icon
Helen of Troy
HELE
+$5.94M
5
MRTN icon
Marten Transport
MRTN
+$5.79M

Sector Composition

1 Financials 24.54%
2 Industrials 18.24%
3 Technology 15.7%
4 Consumer Discretionary 13.14%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 2.78%
301,370
+6,666
2
$17.8M 2.57%
235,244
+54,843
3
$15M 2.16%
359,452
+33,131
4
$14.4M 2.08%
109,236
+39,000
5
$13.8M 1.99%
164,027
+22,881
6
$13.7M 1.98%
247,222
+3,760
7
$13.4M 1.93%
130,087
+2,546
8
$12.7M 1.83%
331,470
+153,703
9
$12M 1.74%
279,171
+150,870
10
$11.5M 1.66%
176,006
+62,129
11
$11.2M 1.62%
88,262
+17,065
12
$11.2M 1.62%
110,290
+2,364
13
$10.6M 1.53%
74,296
+1,654
14
$10.5M 1.51%
262,516
+33,905
15
$10.3M 1.49%
129,670
+35,111
16
$9.79M 1.41%
182,105
+3,989
17
$9.7M 1.4%
68,760
+1,530
18
$9.55M 1.38%
153,888
+30,018
19
$9.5M 1.37%
39,006
+541
20
$9.05M 1.31%
174,103
+3,389
21
$8.91M 1.28%
161,011
-20,472
22
$8.51M 1.23%
375,191
+8,499
23
$8.41M 1.21%
+172,931
24
$8.31M 1.2%
+301,657
25
$8.28M 1.19%
61,604
+1,402
1
2 3 4 5