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
$540M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.43M
3
+$4.36M
4
BOOT icon
Boot Barn
BOOT
+$4.23M
5
AROC icon
Archrock
AROC
+$3.97M

Top Sells

1
+$9.59M
2
+$7.55M
3
+$7.33M
4
ALTR
Altair Engineering Inc
ALTR
+$7.19M
5
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$4.87M

Sector Composition

1 Financials 23.65%
2 Healthcare 14.74%
3 Industrials 14.55%
4 Technology 12.45%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 2.58%
111,651
-3,196
2
$11.1M 2.05%
310,751
+55,102
3
$10.6M 1.97%
386,424
+94,454
4
$10.2M 1.89%
138,409
+14,292
5
$9.88M 1.83%
286,663
-8,269
6
$9.63M 1.78%
150,042
+16,504
7
$9.25M 1.71%
130,871
-3,702
8
$9.1M 1.69%
337,033
+22,034
9
$8.7M 1.61%
85,622
+18,745
10
$8.39M 1.56%
259,820
-7,985
11
$7.8M 1.44%
114,781
-3,145
12
$7.61M 1.41%
150,507
-4,360
13
$7.5M 1.39%
49,411
+27,880
14
$7.48M 1.38%
77,867
-2,302
15
$7.44M 1.38%
170,542
-4,615
16
$7.38M 1.37%
144,366
+5,236
17
$7.05M 1.31%
36,955
-1,085
18
$7.05M 1.31%
23,512
-690
19
$7.04M 1.3%
120,554
-3,471
20
$7.03M 1.3%
300,713
-8,720
21
$7M 1.3%
38,039
-1,055
22
$6.97M 1.29%
274,174
-8,147
23
$6.66M 1.23%
131,710
+17,580
24
$6.58M 1.22%
62,322
+35,270
25
$6.34M 1.17%
65,193
-1,929
1
2 3 4 5