MAP

Moody Aldrich Partners Portfolio holdings

AUM $527M
1-Year Est. Return 46.7%
This Quarter Est. Return
1 Year Est. Return
+46.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
-$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.03M
3
+$4.69M
4
AZEK
The AZEK Co
AZEK
+$3.94M
5
EXE
Expand Energy Corp
EXE
+$3.8M

Top Sells

1
+$9.21M
2
+$7.95M
3
+$6.26M
4
WD icon
Walker & Dunlop
WD
+$6.1M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$5.34M

Sector Composition

1 Financials 21.82%
2 Technology 18.76%
3 Industrials 16.11%
4 Consumer Discretionary 11.91%
5 Healthcare 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.57M 1.19%
71,940
-13,294
27
$8.52M 1.19%
89,059
-16,402
28
$8.48M 1.18%
162,768
-30,048
29
$8.4M 1.17%
94,419
-17,490
30
$8.35M 1.16%
49,518
-9,133
31
$8.32M 1.16%
203,698
-37,608
32
$8.06M 1.12%
211,483
-36,215
33
$7.97M 1.11%
57,284
-10,131
34
$7.93M 1.1%
275,175
-52,812
35
$7.89M 1.1%
55,663
+2,406
36
$7.82M 1.09%
308,998
+101,755
37
$7.76M 1.08%
295,960
-52,541
38
$7.69M 1.07%
93,587
-16,950
39
$7.65M 1.07%
84,237
-15,500
40
$7.47M 1.04%
43,929
-7,786
41
$7.46M 1.04%
156,549
-28,906
42
$7.43M 1.04%
53,159
-9,805
43
$7.43M 1.03%
60,178
-11,113
44
$7.29M 1.02%
45,717
-29,318
45
$7.26M 1.01%
35,161
-30,348
46
$7.26M 1.01%
194,696
-39,091
47
$7.2M 1%
76,161
-14,029
48
$7.1M 0.99%
15,004
-3,008
49
$6.89M 0.96%
77,856
-14,408
50
$6.75M 0.94%
417,108
-76,917
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