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
$494M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$7.69M
3
+$7.31M
4
MGRC icon
McGrath RentCorp
MGRC
+$6.85M
5
CLH icon
Clean Harbors
CLH
+$4.61M

Top Sells

1
+$5.41M
2
+$4.92M
3
+$4.25M
4
CNS icon
Cohen & Steers
CNS
+$4.2M
5
WWW icon
Wolverine World Wide
WWW
+$4.14M

Sector Composition

1 Industrials 18.3%
2 Financials 16.9%
3 Healthcare 13.86%
4 Technology 12.03%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.2M 3.29%
279,327
-6,890
2
$10.3M 2.09%
34,321
-786
3
$10.2M 2.08%
209,176
+6,838
4
$9.98M 2.02%
331,226
-15,867
5
$9.67M 1.96%
114,482
-58,330
6
$9.52M 1.93%
167,379
-4,443
7
$9.5M 1.93%
246,536
-11,610
8
$9.17M 1.86%
203,013
-1,383
9
$8.63M 1.75%
130,487
-3,357
10
$7.73M 1.57%
+69,708
11
$7.71M 1.56%
29,481
-6,804
12
$7.69M 1.56%
+362,774
13
$7.59M 1.54%
62,122
-1,560
14
$7.46M 1.51%
148,463
-47,297
15
$7.44M 1.51%
62,933
+7,506
16
$7.31M 1.48%
+147,382
17
$6.85M 1.39%
+69,381
18
$6.85M 1.39%
69,445
-26,022
19
$6.74M 1.37%
79,781
-2,065
20
$6.69M 1.35%
260,759
-72,239
21
$6.54M 1.33%
56,826
-1,462
22
$6.46M 1.31%
227,483
-5,794
23
$6.18M 1.25%
45,146
+45
24
$6.16M 1.25%
34,387
-1,268
25
$6.11M 1.24%
200,433
-8,801
1
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