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
$556M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$7.18M
2 +$6.85M
3 +$5.07M
4
ESE icon
ESCO Technologies
ESE
+$4.49M
5
FRSH icon
Freshworks
FRSH
+$4.48M

Top Sells

1 +$10.5M
2 +$6.56M
3 +$5.39M
4
HGV icon
Hilton Grand Vacations
HGV
+$5.06M
5
ALE icon
Allete
ALE
+$4.77M

Sector Composition

1 Financials 17.18%
2 Healthcare 16.22%
3 Technology 15.16%
4 Industrials 13.7%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-5,976
227
-346,200
228
-283,950
229
-125,276
230
-2,417