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
$509M
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$7.84M
3
+$5.98M
4
SITM icon
SiTime
SITM
+$5.57M
5
RGEN icon
Repligen
RGEN
+$4.65M

Top Sells

1
+$20.3M
2
+$16.1M
3
+$6.93M
4
IBP icon
Installed Building Products
IBP
+$5.02M
5
AIMC
Altra Industrial Motion Corp
AIMC
+$4.79M

Sector Composition

1 Financials 22.17%
2 Technology 18.62%
3 Industrials 14.4%
4 Healthcare 12.35%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.2M 3.18%
475,574
-68,051
2
$15.3M 3%
109,043
-15,982
3
$13.8M 2.7%
173,218
-24,612
4
$12.5M 2.45%
196,250
-31,475
5
$10.8M 2.12%
149,994
-3,168
6
$9.6M 1.88%
334,913
-64,857
7
$8.99M 1.77%
251,552
+5,267
8
$8.97M 1.76%
160,885
+10,757
9
$8.72M 1.71%
90,501
-12,938
10
$8.63M 1.69%
+178,452
11
$8.53M 1.67%
113,653
-16,984
12
$8.28M 1.63%
63,820
+8,458
13
$8.24M 1.62%
40,424
-1,887
14
$8.21M 1.61%
67,508
-9,420
15
$8.12M 1.6%
130,329
-19,451
16
$8.1M 1.59%
285,091
+275,872
17
$7.69M 1.51%
40,228
+12,167
18
$7.09M 1.39%
42,376
-25,350
19
$7.07M 1.39%
54,564
-8,859
20
$6.91M 1.36%
412,553
-80,983
21
$6.84M 1.34%
501,189
-97,643
22
$6.74M 1.32%
70,401
+1,171
23
$6.6M 1.3%
288,357
-42,017
24
$6.57M 1.29%
82,020
-12,259
25
$6.43M 1.26%
198,255
-29,645
1
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