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
$528M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1 +$9.47M
2 +$6.17M
3 +$5.89M
4
ARCB icon
ArcBest
ARCB
+$5.84M
5
SLG icon
SL Green Realty
SLG
+$5.01M

Top Sells

1 +$6.34M
2 +$5.27M
3 +$5.25M
4
BWXT icon
BWX Technologies
BWXT
+$5.04M
5
TEX icon
Terex
TEX
+$3.95M

Sector Composition

1 Healthcare 16.44%
2 Industrials 14.99%
3 Financials 14.57%
4 Technology 13.45%
5 Energy 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$13.5M 2.55%
32,530
+2,585
2
$11.4M 2.16%
151,893
-67,277
3
$11.1M 2.11%
80,661
+11,520
4
$10.2M 1.94%
60,077
+17,621
5
$10.2M 1.94%
179,941
-14,658
6
$9.47M 1.79%
+678,511
7
$9.28M 1.76%
76,798
-7,917
8
$9.08M 1.72%
150,230
+5,767
9
$8.73M 1.65%
115,586
-45,626
10
$8.48M 1.61%
50,135
+1,741
11
$8.46M 1.6%
207,968
+8,487
12
$8.14M 1.54%
50,218
-5,648
13
$7.98M 1.51%
231,243
+8,576
14
$7.82M 1.48%
46,717
-18,684
15
$7.8M 1.48%
24,836
-6,645
16
$7.6M 1.44%
517,907
+330,832
17
$7.53M 1.43%
153,443
+26,400
18
$7.18M 1.36%
353,773
-103,860
19
$7.15M 1.35%
140,170
+115,505
20
$7.05M 1.34%
226,496
+7,480
21
$6.68M 1.27%
29,023
+5,389
22
$6.56M 1.24%
89,816
+35,476
23
$6.4M 1.21%
127,443
+4,462
24
$6.34M 1.2%
48,253
+1,711
25
$6.34M 1.2%
62,528
+2,175