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
$718M
AUM Growth
-$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$7.09M
2 +$5.03M
3 +$4.69M
4
AZEK
The AZEK Co
AZEK
+$3.94M
5
EXE
Expand Energy Corp
EXE
+$3.8M

Top Sells

1 +$9.21M
2 +$7.95M
3 +$6.26M
4
WD icon
Walker & Dunlop
WD
+$6.1M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$5.34M

Sector Composition

1 Financials 21.82%
2 Technology 18.76%
3 Industrials 16.11%
4 Consumer Discretionary 11.91%
5 Healthcare 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$21.7M 3.02%
756,540
+247,546
2
$21.6M 3.02%
362,457
-89,414
3
$18.7M 2.61%
202,660
-48,577
4
$14.3M 2%
175,597
-31,244
5
$13.8M 1.93%
91,707
-40,460
6
$13.1M 1.82%
96,122
-16,077
7
$12.7M 1.77%
101,064
-16,619
8
$12.4M 1.73%
37,855
-6,977
9
$12.4M 1.72%
267,510
+85,177
10
$11.6M 1.62%
180,484
+58,830
11
$11.6M 1.61%
293,127
-51,975
12
$11.5M 1.61%
352,132
+30,936
13
$11.4M 1.58%
133,178
-5,774
14
$10.8M 1.51%
116,778
-21,603
15
$10.5M 1.46%
243,829
+45,997
16
$10.3M 1.44%
418,678
-82,363
17
$9.98M 1.39%
59,985
-10,639
18
$9.67M 1.35%
187,451
+3,068
19
$9.54M 1.33%
215,418
+18,184
20
$9.43M 1.31%
276,997
-129,443
21
$9.4M 1.31%
54,409
+8,635
22
$9.33M 1.3%
119,136
-6,375
23
$8.96M 1.25%
133,838
-24,669
24
$8.88M 1.24%
86,148
-28,340
25
$8.59M 1.2%
65,793
-10,279