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
$478M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$4.96M
3
+$4.85M
4
REGI
Renewable Energy Group, Inc.
REGI
+$4.48M
5
REAL icon
The RealReal
REAL
+$4.17M

Top Sells

1
+$7.95M
2
+$6.62M
3
+$5.94M
4
AUB icon
Atlantic Union Bankshares
AUB
+$5.82M
5
HPP
Hudson Pacific Properties
HPP
+$5.2M

Sector Composition

1 Financials 18.39%
2 Technology 17.37%
3 Industrials 14.21%
4 Consumer Discretionary 13.35%
5 Healthcare 12.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.2M 2.54%
360,738
+4,924
2
$11.7M 2.45%
46,016
+1,047
3
$9.25M 1.94%
174,585
+3,198
4
$8.69M 1.82%
+265,156
5
$8.68M 1.82%
137,796
+3,231
6
$8.15M 1.7%
220,171
-94,825
7
$7.92M 1.66%
203,647
+2,842
8
$7.66M 1.6%
88,758
+1,193
9
$7.53M 1.58%
196,205
-24,137
10
$7.29M 1.52%
40,757
+1,012
11
$7.22M 1.51%
180,204
+4,371
12
$7.21M 1.51%
157,452
+3,762
13
$7.18M 1.5%
243,229
+6,651
14
$6.91M 1.45%
358,599
+55,517
15
$6.77M 1.42%
80,303
+1,972
16
$6.67M 1.4%
153,838
+4,174
17
$6.66M 1.39%
38,166
+932
18
$6.65M 1.39%
213,418
+6,281
19
$6.57M 1.37%
67,140
-11,133
20
$6.51M 1.36%
118,839
-7,068
21
$6.33M 1.32%
121,675
+2,910
22
$6.12M 1.28%
91,144
+2,500
23
$6.04M 1.26%
31,924
+432
24
$5.92M 1.24%
219,668
+6,250
25
$5.92M 1.24%
161,448
+48,834
1
2 3 4 5