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
$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
26
$6.38M 1.15%
321,161
-33,676
27
$6.37M 1.15%
52,729
+2,576
28
$6.32M 1.14%
273,135
+24,852
29
$6.29M 1.13%
134,357
+72,441
30
$6.17M 1.11%
261,415
-64,562
31
$6.16M 1.11%
62,718
-6,663
32
$6.06M 1.09%
445,591
-232,920
33
$5.95M 1.07%
35,782
-14,436
34
$5.91M 1.06%
26,267
-2,756
35
$5.86M 1.05%
149,185
-15,782
36
$5.84M 1.05%
67,072
+27,076
37
$5.77M 1.04%
127,429
-3,734
38
$5.76M 1.04%
174,113
-42,800
39
$5.55M 1%
33,363
+4,270
40
$5.32M 0.96%
66,866
-6,767
41
$5.18M 0.93%
307,912
+34,400
42
$5.14M 0.92%
32,113
+5,957
43
$5.12M 0.92%
15,814
-9,022
44
$5.07M 0.91%
+35,155
45
$5.05M 0.91%
124,984
-12,528
46
$4.93M 0.89%
25,127
+8,257
47
$4.93M 0.89%
33,121
-3,492
48
$4.87M 0.88%
112,337
-3,868
49
$4.86M 0.87%
373,781
-144,126
50
$4.7M 0.85%
139,439
-49,201
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