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
76
$3.16M 0.57%
206,483
-22,426
77
$3.12M 0.56%
32,286
-3,409
78
$3.03M 0.55%
79,215
-69,040
79
$2.62M 0.47%
24,397
-6,043
80
$2.61M 0.47%
28,127
-2,956
81
$2.55M 0.46%
+24,853
82
$2.5M 0.45%
61,978
83
$2.49M 0.45%
29,871
-64,577
84
$2.42M 0.44%
115,466
-56,282
85
$2.4M 0.43%
158,390
86
$2.39M 0.43%
+65,081
87
$2.38M 0.43%
17,981
+4,086
88
$2.28M 0.41%
+22,798
89
$2.27M 0.41%
+339,172
90
$2.26M 0.41%
27,567
+4,788
91
$2.18M 0.39%
18,783
92
$2.17M 0.39%
+28,254
93
$2.15M 0.39%
+121,059
94
$2.13M 0.38%
9,223
-4,356
95
$2.13M 0.38%
55,714
-18,461
96
$1.91M 0.34%
23,988
-5,588
97
$1.9M 0.34%
93,925
98
$1.88M 0.34%
18,614
-10,380
99
$1.81M 0.33%
+8,837
100
$1.8M 0.32%
+22,405
2 3
4
5 6