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
$513M
AUM Growth
-$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.78M
3
+$6.49M
4
TDW icon
Tidewater
TDW
+$6.46M
5
COCO icon
Vita Coco
COCO
+$5.59M

Top Sells

1
+$10.1M
2
+$9.41M
3
+$8.47M
4
STAG icon
STAG Industrial
STAG
+$6.59M
5
PR icon
Permian Resources
PR
+$6.56M

Sector Composition

1 Healthcare 17.37%
2 Industrials 16.17%
3 Financials 14.84%
4 Consumer Discretionary 13.64%
5 Technology 13.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.51M 0.88%
41,496
+21,833
52
$4.46M 0.87%
+116,807
53
$4.45M 0.87%
+16,784
54
$4.44M 0.86%
109,729
+3,591
55
$4.37M 0.85%
282,074
-18,877
56
$4.28M 0.83%
295,945
-18,967
57
$4.24M 0.83%
220,667
+109,400
58
$4.16M 0.81%
+30,221
59
$4.04M 0.79%
+40,843
60
$3.97M 0.77%
29,415
-1,973
61
$3.94M 0.77%
26,181
-8,349
62
$3.91M 0.76%
68,365
-4,289
63
$3.79M 0.74%
69,905
-2,992
64
$3.69M 0.72%
87,592
+10,186
65
$3.64M 0.71%
34,015
-2,165
66
$3.61M 0.7%
22,116
+1,767
67
$3.55M 0.69%
21,043
-1,422
68
$3.52M 0.69%
97,370
-124,426
69
$3.43M 0.67%
34,915
-14,478
70
$3.39M 0.66%
+65,187
71
$3.38M 0.66%
40,069
-21,205
72
$3.36M 0.65%
92,787
-114,893
73
$3.35M 0.65%
+23,582
74
$3.33M 0.65%
33,250
-2,243
75
$3.29M 0.64%
+28,383
1 2
3
4 5