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
$718M
AUM Growth
-$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.03M
3
+$4.69M
4
AZEK
The AZEK Co
AZEK
+$3.94M
5
EXE
Expand Energy Corp
EXE
+$3.8M

Top Sells

1
+$9.21M
2
+$7.95M
3
+$6.26M
4
WD icon
Walker & Dunlop
WD
+$6.1M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$5.34M

Sector Composition

1 Financials 21.82%
2 Technology 18.76%
3 Industrials 16.11%
4 Consumer Discretionary 11.91%
5 Healthcare 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.67M 0.93%
33,011
-6,182
52
$6.56M 0.91%
460,381
-120,863
53
$6.41M 0.89%
141,216
-20,528
54
$6.39M 0.89%
175,591
-252,962
55
$6.15M 0.86%
139,991
+20,829
56
$6M 0.84%
79,531
-49,559
57
$5.94M 0.83%
30,986
-5,511
58
$5.93M 0.83%
59,961
-10,998
59
$5.65M 0.79%
78,749
-15,576
60
$5.63M 0.78%
95,122
-72,781
61
$5.16M 0.72%
46,430
+10,716
62
$5.03M 0.7%
+51,802
63
$5M 0.7%
36,421
-7,259
64
$4.72M 0.66%
105,529
-19,386
65
$4.69M 0.65%
+232,518
66
$4.63M 0.65%
8,649
-4,132
67
$4.62M 0.64%
128,609
-23,767
68
$4.54M 0.63%
43,834
-8,067
69
$4.36M 0.61%
252,463
-155,916
70
$4.22M 0.59%
30,735
-5,679
71
$4.21M 0.59%
86,288
-15,929
72
$3.88M 0.54%
23,450
-4,351
73
$3.85M 0.54%
84,549
-15,631
74
$3.68M 0.51%
68,558
-13,460
75
$3.59M 0.5%
12,396
-2,238
1 2
3
4 5