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
$788M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$10.7M
3 +$9.89M
4
ABG icon
Asbury Automotive
ABG
+$9.01M
5
WSC icon
WillScot Mobile Mini Holdings
WSC
+$7.65M

Top Sells

1 +$7.06M
2 +$4.73M
3 +$4.73M
4
TPIC
TPI Composites
TPIC
+$4.21M
5
PGTI
PGT, Inc.
PGTI
+$4.03M

Sector Composition

1 Technology 20.81%
2 Financials 20.22%
3 Industrials 16.09%
4 Consumer Discretionary 11.17%
5 Healthcare 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$23.7M 3%
451,871
+62,982
2
$21M 2.67%
251,237
+35,297
3
$15.8M 2%
206,841
+28,509
4
$15M 1.9%
132,167
+3,674
5
$15M 1.9%
112,199
+14,771
6
$14.3M 1.82%
75,035
+10,362
7
$13.7M 1.74%
138,381
+9,243
8
$13.6M 1.72%
44,832
+6,331
9
$13.3M 1.68%
428,553
+58,143
10
$13.2M 1.67%
501,041
+71,638
11
$12.9M 1.64%
508,994
+45,693
12
$12.2M 1.55%
321,196
+45,477
13
$11.7M 1.49%
+114,488
14
$11.7M 1.48%
117,683
+66,623
15
$11.3M 1.43%
191,720
+27,294
16
$11.2M 1.42%
167,903
+8,557
17
$10.8M 1.38%
345,102
+47,209
18
$10.7M 1.36%
+76,072
19
$10.7M 1.36%
406,440
+56,725
20
$10.2M 1.3%
184,383
+25,357
21
$9.89M 1.26%
+233,787
22
$9.79M 1.24%
327,987
-47,249
23
$9.34M 1.19%
247,698
+124,195
24
$9.26M 1.18%
70,624
+9,748
25
$9.18M 1.17%
65,509
+9,030