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
$478M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$4.96M
3
+$4.85M
4
REGI
Renewable Energy Group, Inc.
REGI
+$4.48M
5
REAL icon
The RealReal
REAL
+$4.17M

Top Sells

1
+$7.95M
2
+$6.62M
3
+$5.94M
4
AUB icon
Atlantic Union Bankshares
AUB
+$5.82M
5
HPP
Hudson Pacific Properties
HPP
+$5.2M

Sector Composition

1 Financials 18.39%
2 Technology 17.37%
3 Industrials 14.21%
4 Consumer Discretionary 13.35%
5 Healthcare 12.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.13M 0.86%
79,861
-59,540
52
$4.01M 0.84%
72,415
+17,869
53
$3.97M 0.83%
121,519
-57,957
54
$3.92M 0.82%
28,768
+7,089
55
$3.92M 0.82%
+101,709
56
$3.88M 0.81%
167,166
+3,996
57
$3.88M 0.81%
48,139
+1,172
58
$3.76M 0.79%
101,099
-2
59
$3.75M 0.79%
+594
60
$3.66M 0.77%
423,593
+12,376
61
$3.65M 0.76%
+51,991
62
$3.58M 0.75%
77,488
+1,841
63
$3.56M 0.74%
+265,359
64
$3.44M 0.72%
+118,598
65
$3.4M 0.71%
+147,991
66
$3.36M 0.7%
+87,393
67
$3.35M 0.7%
+90,867
68
$3.26M 0.68%
51,221
+1,238
69
$3.25M 0.68%
61,312
-23,391
70
$3.18M 0.67%
62,009
+841
71
$3.14M 0.66%
39,891
+12,092
72
$3.11M 0.65%
43,688
+13,512
73
$3.1M 0.65%
49,028
+487
74
$3.08M 0.64%
31,388
+697
75
$3.06M 0.64%
128,168
-104,912
1 2
3
4 5