MAP

Moody Aldrich Partners Portfolio holdings

AUM $536M
1-Year Est. Return 66.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.26M
3
+$4.99M
4
CWST icon
Casella Waste Systems
CWST
+$4.62M
5
MOD icon
Modine Manufacturing
MOD
+$4.32M

Top Sells

1
+$8.42M
2
+$6.57M
3
+$6.39M
4
COOP
Mr. Cooper
COOP
+$6.34M
5
HALO icon
Halozyme
HALO
+$6.17M

Sector Composition

1 Financials 20.97%
2 Technology 16.81%
3 Healthcare 15.05%
4 Industrials 14.97%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.6M 2.06%
134,307
-2,048
2
$9.43M 1.82%
170,570
+7,087
3
$9.1M 1.76%
324,168
+69,202
4
$9.02M 1.75%
143,467
-2,199
5
$9.01M 1.74%
410,952
+32,532
6
$8.9M 1.72%
198,626
-2,309
7
$8.9M 1.72%
278,160
-4,273
8
$8.21M 1.59%
53,211
-17,280
9
$7.84M 1.52%
135,635
-46,949
10
$7.65M 1.48%
327,037
-5,017
11
$7.46M 1.44%
71,215
+3,335
12
$7.45M 1.44%
436,357
+70,895
13
$7.37M 1.43%
42,666
+14,290
14
$7.07M 1.37%
53,355
-5,315
15
$7.06M 1.37%
311,745
+44,888
16
$7.02M 1.36%
25,246
+2,095
17
$6.99M 1.35%
93,928
-34,245
18
$6.91M 1.34%
136,072
-2,065
19
$6.87M 1.33%
173,966
+50,668
20
$6.8M 1.32%
109,789
-1,693
21
$6.67M 1.29%
81,677
-1,236
22
$6.62M 1.28%
162,814
-2,513
23
$6.41M 1.24%
61,410
-929
24
$6.34M 1.23%
51,163
-57,303
25
$6.25M 1.21%
+123,989
1
2 3 4 5