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
$556M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.85M
3
+$5.07M
4
ESE icon
ESCO Technologies
ESE
+$4.49M
5
FRSH icon
Freshworks
FRSH
+$4.48M

Top Sells

1
+$10.5M
2
+$6.56M
3
+$5.39M
4
HGV icon
Hilton Grand Vacations
HGV
+$5.06M
5
ALE icon
Allete
ALE
+$4.77M

Sector Composition

1 Financials 17.18%
2 Healthcare 16.22%
3 Technology 15.16%
4 Industrials 13.7%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.59M 0.83%
45,247
-17,281
52
$4.57M 0.82%
22,229
-2,349
53
$4.55M 0.82%
22,978
-2,432
54
$4.49M 0.81%
+38,376
55
$4.48M 0.81%
+190,788
56
$4.45M 0.8%
37,009
-20,395
57
$4.28M 0.77%
+39,100
58
$4.28M 0.77%
+98,383
59
$4.12M 0.74%
74,305
-65,963
60
$4.1M 0.74%
+418,262
61
$3.96M 0.71%
22,697
-24,020
62
$3.95M 0.71%
202,707
+81,904
63
$3.94M 0.71%
138,430
+35,690
64
$3.9M 0.7%
+63,114
65
$3.89M 0.7%
31,180
+6,725
66
$3.73M 0.67%
28,233
-20,020
67
$3.7M 0.67%
24,201
-6,347
68
$3.66M 0.66%
46,312
+24,290
69
$3.57M 0.64%
32,790
+18,561
70
$3.57M 0.64%
78,586
-48,857
71
$3.52M 0.63%
+163,493
72
$3.51M 0.63%
20,832
-10,620
73
$3.33M 0.6%
48,815
-18,221
74
$3.3M 0.59%
82,114
-125,854
75
$3.25M 0.58%
89,685
-53,639
1 2
3
4 5