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
126
$402K 0.06%
2,701
+663
127
$390K 0.05%
5,970
+2,315
128
$383K 0.05%
2,145
+532
129
$356K 0.05%
2,956
+730
130
$325K 0.05%
+9,219
131
$311K 0.04%
+2,820
132
$305K 0.04%
1,025
+252
133
$298K 0.04%
2,348
+578
134
$296K 0.04%
4,657
+1,161
135
$294K 0.04%
1,455
+361
136
$293K 0.04%
+2,794
137
$287K 0.04%
1,846
+453
138
$283K 0.04%
596
-26
139
$267K 0.04%
4,160
+1,015
140
$266K 0.04%
1,372
-31,639
141
$265K 0.04%
1,513
+370
142
$255K 0.04%
736
+177
143
$243K 0.03%
4,525
144
$233K 0.03%
2,160
145
$228K 0.03%
1,526
+374
146
$221K 0.03%
2,731
+660
147
$220K 0.03%
+4,628
148
$204K 0.03%
+3,978
149
$202K 0.03%
+2,834
150
$201K 0.03%
+5,019
4 5
6
7 8