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
176
$251K 0.05%
532
-60
177
$245K 0.04%
+1,134
178
$243K 0.04%
2,032
-1,071
179
$239K 0.04%
+5,014
180
$233K 0.04%
3,497
-10
181
$233K 0.04%
1,486
-2
182
$228K 0.04%
676
-101
183
$226K 0.04%
530
184
$222K 0.04%
20,203
-53
185
$219K 0.04%
474
-50
186
$218K 0.04%
1,061
-111
187
$214K 0.04%
+1,192
188
$211K 0.04%
+814
189
$209K 0.04%
+1,032
190
$208K 0.04%
1,695
-254
191
$208K 0.04%
+8,441
192
$206K 0.04%
+3,725
193
$206K 0.04%
+1,900
194
$202K 0.04%
+772
195
$131K 0.02%
+18,784
196
– –
-2,417
197
– –
-125,276
198
– –
-283,950
199
– –
-346,200
200
– –
-5,976
6 7
8
9 10