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
$495M
AUM Growth
+$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$6.66M
3
+$5.59M
4
SOVO
Sovos Brands, Inc. Common Stock
SOVO
+$5M
5
SPSC icon
SPS Commerce
SPSC
+$4.83M

Top Sells

1
+$9.04M
2
+$5.93M
3
+$4.99M
4
ESTE
Earthstone Energy Inc. Class A Common Stock
ESTE
+$4.82M
5
GFF icon
Griffon
GFF
+$4.22M

Sector Composition

1 Industrials 18.43%
2 Healthcare 14.02%
3 Technology 12.83%
4 Financials 12%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.9M 0.79%
38,098
-6,723
52
$3.84M 0.78%
50,408
+22,052
53
$3.84M 0.77%
176,690
-44,896
54
$3.82M 0.77%
+65,396
55
$3.71M 0.75%
83,853
-30,127
56
$3.68M 0.74%
93,725
-1,585
57
$3.61M 0.73%
56,366
-16,837
58
$3.6M 0.73%
+60,030
59
$3.52M 0.71%
+25,092
60
$3.42M 0.69%
+213,276
61
$3.39M 0.69%
203,826
+907
62
$3.39M 0.68%
30,465
+10,925
63
$3.38M 0.68%
94,618
-52,764
64
$3.35M 0.68%
+202,082
65
$3.3M 0.67%
39,960
-471
66
$3.28M 0.66%
126,152
-36,826
67
$3.21M 0.65%
66,261
-38,900
68
$3.15M 0.64%
89,546
-3,287
69
$3.13M 0.63%
57,427
-20,235
70
$3.05M 0.61%
36,841
-20,102
71
$3.03M 0.61%
275,279
+69,189
72
$2.97M 0.6%
105,361
+25,929
73
$2.93M 0.59%
41,356
+1,743
74
$2.91M 0.59%
277,346
-112,953
75
$2.76M 0.56%
32,552
+2,190
1 2
3
4 5