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
126
$629K 0.11%
3,285
+1,002
127
$627K 0.11%
8,477
+2,996
128
$582K 0.1%
14,687
129
$579K 0.1%
8,054
-18
130
$573K 0.1%
1,088
-50
131
$490K 0.09%
6,351
+2,576
132
$486K 0.09%
1,622
-153
133
$483K 0.09%
3,687
+30
134
$481K 0.09%
2,828
+187
135
$475K 0.09%
5,858
136
$465K 0.08%
4,170
-2,982
137
$463K 0.08%
7,371
138
$454K 0.08%
2,676
+485
139
$447K 0.08%
1,001
-1
140
$445K 0.08%
2,024
141
$437K 0.08%
1,304
-31,226
142
$427K 0.08%
2,076
+5
143
$426K 0.08%
6,161
-17
144
$423K 0.08%
+2,441
145
$421K 0.08%
7,285
-516
146
$420K 0.08%
9,123
147
$417K 0.08%
1,046
-2
148
$410K 0.07%
2,912
-8
149
$408K 0.07%
+3,956
150
$401K 0.07%
2,874
4 5
6
7 8