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
$711M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$8.74M
3
+$8.29M
4
ESTE
Earthstone Energy Inc. Class A Common Stock
ESTE
+$7.56M
5
AWR icon
American States Water
AWR
+$6.36M

Top Sells

1
+$9.43M
2
+$7.69M
3
+$6.13M
4
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$5.94M
5
BAND icon
Bandwidth Inc
BAND
+$5.65M

Sector Composition

1 Financials 22.45%
2 Technology 16.48%
3 Industrials 15.26%
4 Consumer Discretionary 10.03%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.68M 0.8%
52,027
+5,597
52
$5.62M 0.79%
157,629
+17,638
53
$5.36M 0.75%
65,988
-23,071
54
$5.2M 0.73%
89,093
+9,562
55
$5.07M 0.71%
188,321
+22,243
56
$5.02M 0.71%
59,402
+6,243
57
$5.02M 0.71%
220,680
+25,984
58
$4.89M 0.69%
34,320
+3,585
59
$4.8M 0.68%
44,031
-13,253
60
$4.79M 0.67%
123,006
-64,445
61
$4.74M 0.67%
135,856
+40,734
62
$4.59M 0.65%
96,519
+10,231
63
$4.42M 0.62%
282,645
+30,182
64
$3.99M 0.56%
266,957
-193,424
65
$3.91M 0.55%
26,200
+2,750
66
$3.83M 0.54%
118,174
+12,645
67
$3.73M 0.53%
224,633
-71,327
68
$3.67M 0.52%
218,591
-90,407
69
$3.59M 0.51%
49,089
+5,255
70
$3.55M 0.5%
145,287
+15,546
71
$3.54M 0.5%
114,218
+13,533
72
$3.48M 0.49%
94,556
+10,007
73
$3.41M 0.48%
34,839
-9,090
74
$3.19M 0.45%
110,711
+11,844
75
$3.11M 0.44%
+35,755
1 2
3
4 5