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
126
$538K 0.1%
3,136
-6,711
127
$535K 0.1%
6,887
-3
128
$520K 0.1%
+7,400
129
$515K 0.1%
6,125
-4
130
$514K 0.1%
2,823
+6
131
$489K 0.1%
2,755
-3
132
$481K 0.09%
2,917
+7
133
$464K 0.09%
2,896
-2
134
$442K 0.09%
3,568
-27
135
$434K 0.08%
39,400
136
$433K 0.08%
70,752
+27,324
137
$425K 0.08%
2,125
+391
138
$406K 0.08%
2,063
-1
139
$402K 0.08%
888
+3
140
$397K 0.08%
779
-340
141
$392K 0.08%
1,787
-1
142
$386K 0.08%
995
143
$375K 0.07%
2,170
+393
144
$370K 0.07%
13,206
-8,798
145
$368K 0.07%
856
-14,483
146
$365K 0.07%
2,694
+672
147
$359K 0.07%
3,116
+491
148
$351K 0.07%
698
149
$348K 0.07%
1,906
+6
150
$344K 0.07%
2,776
-2,984
4 5
6
7 8