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
$478M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$4.96M
3
+$4.85M
4
REGI
Renewable Energy Group, Inc.
REGI
+$4.48M
5
REAL icon
The RealReal
REAL
+$4.17M

Top Sells

1
+$7.95M
2
+$6.62M
3
+$5.94M
4
AUB icon
Atlantic Union Bankshares
AUB
+$5.82M
5
HPP
Hudson Pacific Properties
HPP
+$5.2M

Sector Composition

1 Financials 18.39%
2 Technology 17.37%
3 Industrials 14.21%
4 Consumer Discretionary 13.35%
5 Healthcare 12.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.84M 0.59%
41,025
+992
77
$2.81M 0.59%
56,773
+1,351
78
$2.81M 0.59%
83,197
+1,495
79
$2.79M 0.58%
37,737
+18,864
80
$2.78M 0.58%
54,003
+1,312
81
$2.56M 0.54%
88,591
-82,977
82
$2.45M 0.51%
23,696
+12,094
83
$2.4M 0.5%
30,970
+672
84
$2.39M 0.5%
22,061
-2,596
85
$2.32M 0.49%
136,650
+81,440
86
$2.28M 0.48%
2,221
+61
87
$2.16M 0.45%
65,707
+952
88
$2.11M 0.44%
+25,672
89
$2.11M 0.44%
+26,228
90
$1.73M 0.36%
95,971
+2,303
91
$1.53M 0.32%
32,824
+787
92
$1.52M 0.32%
56,217
+12,890
93
$1.34M 0.28%
17,014
+428
94
$1.32M 0.28%
50,551
+12,558
95
$1.3M 0.27%
12,709
96
$1.25M 0.26%
23,549
97
$1.23M 0.26%
37,063
+11,898
98
$1.15M 0.24%
12,351
99
$1.12M 0.23%
+20,499
100
$1.11M 0.23%
19,298
2 3
4
5 6