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
$513M
AUM Growth
-$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.78M
3
+$6.49M
4
TDW icon
Tidewater
TDW
+$6.46M
5
COCO icon
Vita Coco
COCO
+$5.59M

Top Sells

1
+$10.1M
2
+$9.41M
3
+$8.47M
4
STAG icon
STAG Industrial
STAG
+$6.59M
5
PR icon
Permian Resources
PR
+$6.56M

Sector Composition

1 Healthcare 17.37%
2 Industrials 16.17%
3 Financials 14.84%
4 Consumer Discretionary 13.64%
5 Technology 13.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.8M 1.13%
30,679
-1,962
27
$5.61M 1.09%
129,794
+19,678
28
$5.59M 1.09%
38,752
-2,442
29
$5.59M 1.09%
+200,680
30
$5.59M 1.09%
280,901
+6,834
31
$5.44M 1.06%
170,104
-30
32
$5.38M 1.05%
53,686
-16,388
33
$5.33M 1.04%
94,241
-6,314
34
$5.06M 0.99%
20,655
-1,307
35
$5.03M 0.98%
+94,141
36
$5M 0.98%
+58,046
37
$4.97M 0.97%
61,751
-3,908
38
$4.89M 0.95%
29,172
-1,886
39
$4.85M 0.95%
+21,078
40
$4.84M 0.94%
95,524
-5,867
41
$4.84M 0.94%
19,809
-2,234
42
$4.81M 0.94%
150,557
-79,104
43
$4.77M 0.93%
68,056
-51,160
44
$4.68M 0.91%
79,124
-80,772
45
$4.68M 0.91%
97,564
-16,847
46
$4.67M 0.91%
30,313
-2,031
47
$4.65M 0.91%
134,215
+33,696
48
$4.62M 0.9%
57,052
-27,698
49
$4.58M 0.89%
+159,117
50
$4.54M 0.89%
124,063
-77,536
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