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
$711M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$8.74M
3
+$8.29M
4
ESTE
Earthstone Energy Inc. Class A Common Stock
ESTE
+$7.56M
5
AWR icon
American States Water
AWR
+$6.36M

Top Sells

1
+$9.43M
2
+$7.69M
3
+$6.13M
4
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$5.94M
5
BAND icon
Bandwidth Inc
BAND
+$5.65M

Sector Composition

1 Financials 22.45%
2 Technology 16.48%
3 Industrials 15.26%
4 Consumer Discretionary 10.03%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.9M 1.39%
61,781
+7,372
27
$9.11M 1.28%
158,932
+17,716
28
$8.92M 1.25%
227,900
+24,202
29
$8.78M 1.23%
74,367
+8,574
30
$8.76M 1.23%
94,279
+10,042
31
$8.74M 1.23%
+63,423
32
$8.68M 1.22%
67,612
+7,627
33
$7.98M 1.12%
133,363
+14,227
34
$7.86M 1.1%
67,315
+7,137
35
$7.57M 1.06%
80,491
+8,551
36
$7.57M 1.06%
55,362
+5,844
37
$7.56M 1.06%
+598,832
38
$7.38M 1.04%
466,523
+49,415
39
$7.35M 1.03%
87,141
+9,285
40
$7.32M 1.03%
105,587
+11,168
41
$7.18M 1.01%
175,048
+18,499
42
$7.08M 1%
85,267
+9,106
43
$7.02M 0.99%
198,264
+22,673
44
$6.99M 0.98%
309,918
+34,743
45
$6.93M 0.97%
41,082
+4,661
46
$6.59M 0.93%
306,133
+73,615
47
$6.58M 0.93%
340,078
+39,998
48
$6.36M 0.89%
+71,384
49
$5.97M 0.84%
67,128
+7,167
50
$5.82M 0.82%
+28,061
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