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
$495M
AUM Growth
+$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$6.66M
3
+$5.59M
4
SOVO
Sovos Brands, Inc. Common Stock
SOVO
+$5M
5
SPSC icon
SPS Commerce
SPSC
+$4.83M

Top Sells

1
+$9.04M
2
+$5.93M
3
+$4.99M
4
ESTE
Earthstone Energy Inc. Class A Common Stock
ESTE
+$4.82M
5
GFF icon
Griffon
GFF
+$4.22M

Sector Composition

1 Industrials 18.43%
2 Healthcare 14.02%
3 Technology 12.83%
4 Financials 12%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.11M 1.23%
197,138
-3,295
27
$6.1M 1.23%
48,605
+7,308
28
$5.97M 1.21%
66,818
-2,627
29
$5.91M 1.19%
143,332
-5,131
30
$5.84M 1.18%
272,875
-58,351
31
$5.79M 1.17%
182,378
+25,362
32
$5.73M 1.16%
125,877
+17,427
33
$5.59M 1.13%
+86,814
34
$5.16M 1.04%
31,593
+20,102
35
$5.11M 1.03%
21,975
-845
36
$5M 1.01%
+300,018
37
$4.98M 1.01%
23,717
-10,670
38
$4.95M 1%
31,590
-1,168
39
$4.83M 0.97%
+31,682
40
$4.82M 0.97%
27,515
-7,540
41
$4.79M 0.97%
89,969
-3,584
42
$4.61M 0.93%
238,933
-7,453
43
$4.61M 0.93%
48,407
-21,301
44
$4.58M 0.92%
28,802
-2,090
45
$4.52M 0.91%
48,049
-1,137
46
$4.5M 0.91%
+49,529
47
$4.35M 0.88%
20,047
-738
48
$4.34M 0.88%
67,287
-2,580
49
$4.03M 0.81%
38,840
-13,045
50
$3.97M 0.8%
32,692
+8,923
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