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
101
$1.68M 0.23%
33,478
102
$1.67M 0.23%
137,723
103
$1.62M 0.23%
42,871
-8,023
104
$1.61M 0.22%
38,361
-13,588
105
$1.6M 0.22%
26,193
106
$1.57M 0.22%
19,162
107
$1.56M 0.22%
13,428
+6,477
108
$1.42M 0.2%
28,062
+12,515
109
$1.39M 0.19%
40,794
-7,968
110
$1.26M 0.18%
+5,668
111
$1.15M 0.16%
+13,648
112
$1.09M 0.15%
21,203
113
$1.03M 0.14%
22,155
-16,048
114
$855K 0.12%
35,853
-20,960
115
$791K 0.11%
1,166
-16
116
$680K 0.09%
2,524
-33
117
$676K 0.09%
5,224
-72
118
$609K 0.08%
7,744
+1,865
119
$609K 0.08%
3,605
+651
120
$596K 0.08%
9,756
-126
121
$573K 0.08%
8,133
-104
122
$567K 0.08%
1,002
-13
123
$539K 0.08%
12,352
+2,900
124
$537K 0.07%
2,029
-27
125
$494K 0.07%
3,655
-47
3 4
5
6 7