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
$515M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$5.16M
2 +$4.95M
3 +$4.92M
4
ONTO icon
Onto Innovation
ONTO
+$4.56M
5
RMBS icon
Rambus
RMBS
+$4.5M

Top Sells

1 +$6.24M
2 +$6.22M
3 +$5.52M
4
RBC icon
RBC Bearings
RBC
+$5.11M
5
FIX icon
Comfort Systems
FIX
+$5.11M

Sector Composition

1 Industrials 17.03%
2 Healthcare 16.2%
3 Technology 15.93%
4 Financials 12.61%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$15.7M 3.05%
219,170
+535
2
$11.7M 2.27%
161,212
+71,081
3
$11.7M 2.27%
194,599
+18,133
4
$11.2M 2.18%
29,945
-33
5
$10.8M 2.09%
65,401
-135
6
$10.7M 2.08%
31,481
-19
7
$10.5M 2.05%
84,715
-332
8
$9.28M 1.8%
457,633
+184,758
9
$9.2M 1.79%
144,463
-404
10
$9.06M 1.76%
199,481
+25,163
11
$8.59M 1.67%
55,866
+88
12
$8.55M 1.66%
182,506
+36,290
13
$8.55M 1.66%
69,141
+13,247
14
$8.29M 1.61%
219,016
-620
15
$8.15M 1.58%
42,456
+10,774
16
$8.15M 1.58%
222,667
+48,929
17
$7.73M 1.5%
48,394
-211
18
$7.54M 1.46%
46,542
+14,949
19
$7.22M 1.4%
341,701
-9,969
20
$6.69M 1.3%
411,779
-18,718
21
$6.66M 1.29%
181,964
-606
22
$6.34M 1.23%
196,562
-576
23
$6.21M 1.21%
66,584
-234
24
$6.17M 1.2%
33,491
+4,689
25
$6.14M 1.19%
60,353
+22,255