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
$711M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$8.74M
3
+$8.29M
4
ESTE
Earthstone Energy Inc. Class A Common Stock
ESTE
+$7.56M
5
AWR icon
American States Water
AWR
+$6.36M

Top Sells

1
+$9.43M
2
+$7.69M
3
+$6.13M
4
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$5.94M
5
BAND icon
Bandwidth Inc
BAND
+$5.65M

Sector Composition

1 Financials 22.45%
2 Technology 16.48%
3 Industrials 15.26%
4 Consumer Discretionary 10.03%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.77M 0.39%
13,910
+1,514
77
$2.42M 0.34%
33,358
+3,700
78
$2.29M 0.32%
113,617
79
$2.26M 0.32%
60,678
-26,534
80
$2.24M 0.32%
75,085
+8,540
81
$2.17M 0.3%
55,055
+19,631
82
$2.1M 0.3%
34,853
+8,660
83
$2.08M 0.29%
44,294
84
$2.07M 0.29%
88,193
-41,479
85
$2.04M 0.29%
42,069
86
$1.96M 0.28%
+49,851
87
$1.94M 0.27%
56,268
+15,893
88
$1.94M 0.27%
+23,500
89
$1.87M 0.26%
81,967
90
$1.86M 0.26%
13,428
91
$1.77M 0.25%
51,937
92
$1.77M 0.25%
+105,690
93
$1.72M 0.24%
137,723
94
$1.65M 0.23%
+20,929
95
$1.62M 0.23%
98,724
96
$1.59M 0.22%
+204,663
97
$1.57M 0.22%
19,162
98
$1.55M 0.22%
+118,295
99
$1.49M 0.21%
25,995
+1,901
100
$1.43M 0.2%
+15,211
2 3
4
5 6