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
$718M
AUM Growth
-$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.03M
3
+$4.69M
4
AZEK
The AZEK Co
AZEK
+$3.94M
5
EXE
Expand Energy Corp
EXE
+$3.8M

Top Sells

1
+$9.21M
2
+$7.95M
3
+$6.26M
4
WD icon
Walker & Dunlop
WD
+$6.1M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$5.34M

Sector Composition

1 Financials 21.82%
2 Technology 18.76%
3 Industrials 16.11%
4 Consumer Discretionary 11.91%
5 Healthcare 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.51M 0.49%
29,658
-5,342
77
$3.5M 0.49%
100,685
-17,308
78
$3.29M 0.46%
+98,867
79
$3.18M 0.44%
166,078
+32,209
80
$2.97M 0.41%
113,564
-20,952
81
$2.96M 0.41%
38,616
-7,106
82
$2.57M 0.36%
113,617
+33,612
83
$2.51M 0.35%
87,212
84
$2.51M 0.35%
27,668
-16,909
85
$2.44M 0.34%
66,545
-11,732
86
$2.2M 0.31%
51,871
-9,162
87
$2.17M 0.3%
63,697
-11,781
88
$2.16M 0.3%
44,294
89
$2.13M 0.3%
28,788
-881
90
$2.12M 0.3%
129,672
+29,421
91
$2.02M 0.28%
42,069
-12,113
92
$1.96M 0.27%
41,197
+21,707
93
$1.95M 0.27%
26,993
+12,496
94
$1.95M 0.27%
51,937
95
$1.92M 0.27%
24,094
-4,537
96
$1.88M 0.26%
53,841
+7,318
97
$1.85M 0.26%
81,967
98
$1.79M 0.25%
98,724
99
$1.76M 0.25%
40,375
+14,521
100
$1.69M 0.24%
35,424
+9,385
2 3
4
5 6