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
$478M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$4.96M
3
+$4.85M
4
REGI
Renewable Energy Group, Inc.
REGI
+$4.48M
5
REAL icon
The RealReal
REAL
+$4.17M

Top Sells

1
+$7.95M
2
+$6.62M
3
+$5.94M
4
AUB icon
Atlantic Union Bankshares
AUB
+$5.82M
5
HPP
Hudson Pacific Properties
HPP
+$5.2M

Sector Composition

1 Financials 18.39%
2 Technology 17.37%
3 Industrials 14.21%
4 Consumer Discretionary 13.35%
5 Healthcare 12.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.75M 1.2%
47,155
+27,416
27
$5.74M 1.2%
367,566
+6,890
28
$5.72M 1.2%
154,627
+45,294
29
$5.61M 1.17%
135,067
+24,577
30
$5.48M 1.15%
335,913
+7,879
31
$5.44M 1.14%
59,867
+842
32
$5.38M 1.13%
102,746
+1,446
33
$5.33M 1.11%
73,763
+14,761
34
$5.29M 1.11%
71,154
+1,128
35
$5.22M 1.09%
58,201
+20,644
36
$5.1M 1.07%
23,977
-3,444
37
$5.04M 1.06%
79,939
+1,404
38
$4.96M 1.04%
+344,526
39
$4.93M 1.03%
100,869
+2,369
40
$4.9M 1.03%
50,217
+1,215
41
$4.85M 1.02%
+47,693
42
$4.83M 1.01%
78,533
+2,128
43
$4.68M 0.98%
94,518
+30,773
44
$4.67M 0.98%
90,988
+2,180
45
$4.56M 0.95%
178,858
-112,033
46
$4.48M 0.94%
+83,904
47
$4.48M 0.94%
133,485
+3,174
48
$4.36M 0.91%
22,506
+11,079
49
$4.2M 0.88%
73,193
+1,737
50
$4.17M 0.87%
+288,307
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