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
176
$283K 0.06%
4,986
-3
177
$279K 0.05%
20,088
-11
178
$275K 0.05%
2,712
+11
179
$271K 0.05%
703
-1
180
$255K 0.05%
1,160
-19,450
181
$244K 0.05%
1,586
+73
182
$236K 0.05%
813
+4
183
$232K 0.05%
+4,152
184
$227K 0.04%
509
+3
185
$223K 0.04%
+1,706
186
$220K 0.04%
8,393
-4
187
$218K 0.04%
3,725
188
$217K 0.04%
15,399
+3,309
189
$213K 0.04%
455
+3
190
$211K 0.04%
+2,310
191
$208K 0.04%
1,523
192
$204K 0.04%
+1,270
193
$203K 0.04%
1,900
194
$202K 0.04%
5,997
-3
195
– –
-40,369
196
– –
-957
197
– –
-2,000
198
– –
-2,138
199
– –
-307,318
200
– –
-3,202
6 7
8
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