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
151
$395K 0.07%
2,774
+642
152
$395K 0.07%
1,796
-424
153
$388K 0.07%
1,676
-373
154
$388K 0.07%
6,909
-17
155
$379K 0.07%
1,948
-4
156
$375K 0.07%
6,926
-14
157
$352K 0.06%
+5,757
158
$346K 0.06%
1,753
-183
159
$341K 0.06%
2,310
160
$335K 0.06%
+2,053
161
$324K 0.06%
+1,093
162
$321K 0.06%
2,069
-863
163
$317K 0.06%
963
-2
164
$316K 0.06%
+1,155
165
$296K 0.05%
564
166
$294K 0.05%
703
-2
167
$293K 0.05%
+1,317
168
$288K 0.05%
962
-100
169
$285K 0.05%
+3,941
170
$280K 0.05%
+1,095
171
$277K 0.05%
22,900
+12,200
172
$263K 0.05%
+1,616
173
$262K 0.05%
2,110
-278
174
$253K 0.05%
2,978
-9
175
$252K 0.05%
1,308
+1
5 6
7
8 9