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
101
$1.75M 0.31%
1,993
-55
102
$1.66M 0.3%
54,094
-5,575
103
$1.62M 0.29%
20,661
104
$1.6M 0.29%
18,600
105
$1.56M 0.28%
13,923
106
$1.48M 0.27%
9,526
-112
107
$1.47M 0.26%
83,226
-8,875
108
$1.46M 0.26%
52,570
+12,496
109
$1.43M 0.26%
62,327
-6,641
110
$1.37M 0.25%
4,375
+1,226
111
$1.36M 0.25%
9,192
112
$1.28M 0.23%
11,901
113
$1.2M 0.22%
38,559
114
$1.09M 0.2%
36,311
-21,716
115
$1.03M 0.18%
1,763
-122
116
$953K 0.17%
2,341
-52
117
$934K 0.17%
3,610
+1,080
118
$934K 0.17%
2,951
+739
119
$923K 0.17%
3,203
+4
120
$838K 0.15%
7,689
-495
121
$771K 0.14%
15,570
122
$690K 0.12%
7,156
-71
123
$680K 0.12%
7,049
+1,392
124
$656K 0.12%
4,319
+1,045
125
$641K 0.12%
4,863
3 4
5
6 7