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
$712M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$9.6M
3 +$8.1M
4
LHCG
LHC Group LLC
LHCG
+$7.89M
5
ARVN icon
Arvinas
ARVN
+$7.32M

Top Sells

1 +$19M
2 +$13.7M
3 +$12.2M
4
QTS
QTS REALTY TRUST, INC.
QTS
+$9.55M
5
SITE icon
SiteOne Landscape Supply
SITE
+$8.2M

Sector Composition

1 Financials 21%
2 Technology 20.14%
3 Industrials 16.42%
4 Consumer Discretionary 12.02%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$18.9M 2.65%
388,889
+29,437
2
$17.7M 2.49%
215,940
+39,934
3
$13.7M 1.93%
97,428
-11,808
4
$13.7M 1.92%
+349,715
5
$13.5M 1.89%
178,332
+14,305
6
$13.4M 1.88%
128,493
-1,594
7
$12.7M 1.79%
63,664
+39,421
8
$12.6M 1.77%
375,236
+43,766
9
$12M 1.69%
158,602
-76,642
10
$11.9M 1.68%
429,403
+177,578
11
$11.2M 1.57%
81,209
+58,730
12
$10.6M 1.49%
275,719
-3,452
13
$10.6M 1.49%
129,138
+55,355
14
$10.4M 1.47%
38,501
-505
15
$10.4M 1.46%
164,426
+40,789
16
$10.3M 1.45%
159,026
-1,985
17
$10.2M 1.43%
297,893
-3,764
18
$10.1M 1.41%
159,346
-14,757
19
$9.78M 1.37%
463,301
+88,841
20
$9.6M 1.35%
+114,057
21
$9.46M 1.33%
64,673
-9,623
22
$9.31M 1.31%
259,228
-3,288
23
$8.93M 1.25%
370,410
-4,781
24
$8.65M 1.22%
56,479
-12,281
25
$8.65M 1.22%
60,876
-728