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
$588M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$5.04M
3
+$4.84M
4
VKTX icon
Viking Therapeutics
VKTX
+$4.57M
5
FN icon
Fabrinet
FN
+$4.15M

Top Sells

1
+$8.47M
2
+$7.18M
3
+$6.17M
4
ABG icon
Asbury Automotive
ABG
+$5.91M
5
ESE icon
ESCO Technologies
ESE
+$4.49M

Sector Composition

1 Healthcare 17.82%
2 Industrials 15.14%
3 Consumer Discretionary 13.61%
4 Financials 13.51%
5 Technology 13.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.2M 2.07%
170,371
+47,184
2
$11.8M 2%
61,130
-6,098
3
$10.7M 1.82%
102,703
-2,309
4
$10.6M 1.81%
159,896
-3,645
5
$9.99M 1.7%
452,021
-10,496
6
$9.85M 1.68%
96,029
-2,075
7
$9.67M 1.64%
119,216
-2,664
8
$9.52M 1.62%
124,995
-16,543
9
$9.41M 1.6%
122,345
-13,504
10
$9.12M 1.55%
178,188
+21,018
11
$8.99M 1.53%
201,599
-4,588
12
$8.89M 1.51%
87,111
+3,706
13
$8.85M 1.51%
142,156
-3,206
14
$8.1M 1.38%
118,602
-29,325
15
$7.81M 1.33%
42,246
+4,323
16
$7.77M 1.32%
51,610
-1,157
17
$7.77M 1.32%
207,680
-4,873
18
$7.55M 1.28%
221,796
+12,028
19
$7.44M 1.26%
84,750
+17,678
20
$6.89M 1.17%
122,757
+24,374
21
$6.84M 1.16%
170,134
-3,979
22
$6.79M 1.15%
41,194
-13,840
23
$6.78M 1.15%
32,641
-722
24
$6.75M 1.15%
270,378
-2,757
25
$6.67M 1.13%
+70,074
1
2 3 4 5