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
151
$343K 0.07%
1,935
-1
152
$340K 0.07%
3,142
-1
153
$339K 0.07%
2,039
-2
154
$333K 0.06%
317
-1,539
155
$331K 0.06%
3,791
-1
156
$330K 0.06%
748
+3
157
$327K 0.06%
5,100
-3
158
$320K 0.06%
1,040
-1
159
$308K 0.06%
804
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160
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3,476
-4
161
$305K 0.06%
1,396
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162
$303K 0.06%
1,616
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163
$303K 0.06%
+2,776
164
$301K 0.06%
4,056
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165
$298K 0.06%
3,400
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166
$294K 0.06%
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167
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168
$291K 0.06%
1,496
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169
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170
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1,310
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171
$288K 0.06%
3,734
-3,533
172
$286K 0.06%
3,996
-2,459
173
$286K 0.06%
+3,067
174
$284K 0.06%
1,348
-21,984
175
$284K 0.06%
933
-15,833
5 6
7
8 9