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
101
$1.23M 0.17%
+12,125
102
$995K 0.14%
+5,255
103
$812K 0.11%
10,282
+2,538
104
$756K 0.11%
4,792
+1,187
105
$747K 0.11%
6,896
+1,672
106
$721K 0.1%
6,498
+4,054
107
$629K 0.09%
3,343
+1,314
108
$596K 0.08%
2,489
-35
109
$591K 0.08%
12,942
+3,186
110
$562K 0.08%
1,329
+327
111
$521K 0.07%
1,102
+626
112
$503K 0.07%
+3,671
113
$502K 0.07%
2,493
+613
114
$471K 0.07%
1,888
+465
115
$470K 0.07%
3,582
+871
116
$462K 0.07%
6,797
-1,336
117
$456K 0.06%
12,352
118
$447K 0.06%
5,394
+1,329
119
$442K 0.06%
4,281
+1,046
120
$440K 0.06%
110,789
+61,911
121
$437K 0.06%
1,925
+473
122
$435K 0.06%
896
+222
123
$428K 0.06%
13,627
+3,331
124
$422K 0.06%
2,796
+687
125
$407K 0.06%
1,356
+337
3 4
5
6 7