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
76
$3.21M 0.63%
+50,588
77
$3.19M 0.62%
125,829
-23,393
78
$3.11M 0.61%
58,351
+2,446
79
$2.98M 0.58%
50,655
-3,194
80
$2.9M 0.57%
20,349
-4,202
81
$2.85M 0.55%
29,554
-1,984
82
$2.82M 0.55%
35,922
-2,470
83
$2.67M 0.52%
149,699
-10,045
84
$2.56M 0.5%
23,004
-4,496
85
$2.39M 0.47%
+151,230
86
$2.33M 0.45%
43,311
87
$2.23M 0.43%
55,734
-19,744
88
$2.18M 0.43%
20,455
-10,031
89
$2.15M 0.42%
+34,451
90
$2.12M 0.41%
102,917
-6,934
91
$2.11M 0.41%
+52,740
92
$2.1M 0.41%
+9,203
93
$2.05M 0.4%
339,172
94
$1.92M 0.37%
21,509
95
$1.91M 0.37%
107,166
-25,032
96
$1.86M 0.36%
18,494
97
$1.86M 0.36%
26,458
98
$1.85M 0.36%
+33,384
99
$1.83M 0.36%
16,032
-3,823
100
$1.82M 0.36%
13,923
2 3
4
5 6