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
151
$198K 0.03%
167,880
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4 5 6
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