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
$711M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$8.74M
3
+$8.29M
4
ESTE
Earthstone Energy Inc. Class A Common Stock
ESTE
+$7.56M
5
AWR icon
American States Water
AWR
+$6.36M

Top Sells

1
+$9.43M
2
+$7.69M
3
+$6.13M
4
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$5.94M
5
BAND icon
Bandwidth Inc
BAND
+$5.65M

Sector Composition

1 Financials 22.45%
2 Technology 16.48%
3 Industrials 15.26%
4 Consumer Discretionary 10.03%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.9M 3.5%
543,625
+181,168
2
$20.3M 2.86%
659,700
-96,840
3
$19.6M 2.75%
227,725
+25,065
4
$18.8M 2.64%
125,025
+89,864
5
$17.8M 2.51%
205,042
+24,558
6
$16.2M 2.27%
197,830
+22,233
7
$13.7M 1.92%
240,777
+29,294
8
$13.6M 1.92%
278,587
+34,758
9
$13.4M 1.88%
103,439
+11,732
10
$13.1M 1.85%
473,161
+54,483
11
$12.9M 1.81%
399,770
+47,638
12
$12.8M 1.8%
115,076
+18,954
13
$12.8M 1.8%
246,285
+83,517
14
$12.7M 1.79%
153,162
+67,014
15
$12.3M 1.72%
493,536
+226,026
16
$12.1M 1.7%
130,637
+13,859
17
$11.6M 1.64%
67,726
+22,009
18
$11.3M 1.58%
76,928
-24,136
19
$11.1M 1.56%
150,128
+16,950
20
$10.8M 1.52%
42,311
+4,456
21
$10.5M 1.48%
241,065
+25,647
22
$10.3M 1.45%
69,230
+13,567
23
$10.3M 1.44%
103,785
+51,983
24
$10.1M 1.42%
149,780
+15,942
25
$10.1M 1.42%
330,374
+37,247
1
2 3 4 5