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
101
$1.77M 0.35%
66,529
102
$1.74M 0.34%
20,661
103
$1.69M 0.33%
+31,700
104
$1.67M 0.33%
157,316
105
$1.62M 0.32%
14,059
-4,779
106
$1.51M 0.29%
27,337
+6,777
107
$1.5M 0.29%
62,066
-4,142
108
$1.35M 0.26%
4,814
-310
109
$1.33M 0.26%
2,986
-231
110
$1.32M 0.26%
17,819
-6,169
111
$1.3M 0.25%
24,465
-31,270
112
$1.3M 0.25%
49,879
-3,160
113
$1.09M 0.21%
+27,684
114
$1.08M 0.21%
8,745
-4,315
115
$1.01M 0.2%
+24,381
116
$895K 0.17%
+179,359
117
$815K 0.16%
4,219
+6
118
$672K 0.13%
742
-579
119
$650K 0.13%
6,841
-89,188
120
$631K 0.12%
2,791
-19,423
121
$596K 0.12%
7,927
-134,229
122
$586K 0.11%
8,007
-4
123
$575K 0.11%
3,564
-6
124
$560K 0.11%
2,769
+6
125
$547K 0.11%
+114,663
3 4
5
6 7