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
$486M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.27M
3
+$9.16M
4
BRBR icon
BellRing Brands
BRBR
+$6.86M
5
NJR icon
New Jersey Resources
NJR
+$6.12M

Top Sells

1
+$8.53M
2
+$7.81M
3
+$7.41M
4
SLAB icon
Silicon Laboratories
SLAB
+$6.52M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.98M

Sector Composition

1 Financials 18.35%
2 Industrials 16.43%
3 Healthcare 15.01%
4 Technology 14.21%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 2.97%
+286,217
2
$12.9M 2.65%
172,812
-406
3
$10M 2.06%
347,093
+12,180
4
$9.74M 2.01%
133,844
+3,515
5
$9.27M 1.91%
+36,285
6
$9.16M 1.89%
+35,107
7
$9.11M 1.87%
171,822
+10,937
8
$8.79M 1.81%
202,338
+23,886
9
$8.66M 1.78%
138,281
-57,969
10
$8.49M 1.75%
258,146
+6,594
11
$8.24M 1.7%
204,396
+6,141
12
$7.8M 1.61%
42,299
-77
13
$7.74M 1.59%
63,682
-138
14
$7.53M 1.55%
95,467
+19,663
15
$7.52M 1.55%
195,760
+39,888
16
$7.17M 1.48%
227,671
-247,903
17
$6.94M 1.43%
56,229
-52,814
18
$6.86M 1.41%
+332,998
19
$6.67M 1.37%
81,846
-174
20
$6.4M 1.32%
55,427
+863
21
$6.17M 1.27%
45,101
-22,407
22
$6.16M 1.27%
500,180
-1,009
23
$6.12M 1.26%
+158,152
24
$6.08M 1.25%
209,234
+108,660
25
$5.77M 1.19%
72,000
+1,599
1
2 3 4 5