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
$495M
AUM Growth
+$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$6.66M
3
+$5.59M
4
SOVO
Sovos Brands, Inc. Common Stock
SOVO
+$5M
5
SPSC icon
SPS Commerce
SPSC
+$4.83M

Top Sells

1
+$9.04M
2
+$5.93M
3
+$4.99M
4
ESTE
Earthstone Energy Inc. Class A Common Stock
ESTE
+$4.82M
5
GFF icon
Griffon
GFF
+$4.22M

Sector Composition

1 Industrials 18.43%
2 Healthcare 14.02%
3 Technology 12.83%
4 Financials 12%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 2.78%
218,635
-60,692
2
$11.4M 2.3%
176,466
+9,087
3
$9.34M 1.89%
65,536
+25,170
4
$9.33M 1.88%
31,500
-2,821
5
$9.33M 1.88%
85,047
+35,196
6
$9.05M 1.83%
144,867
+73,010
7
$9M 1.82%
29,978
+497
8
$7.98M 1.61%
54,705
-2,121
9
$7.98M 1.61%
62,365
-568
10
$7.79M 1.57%
102,341
-28,146
11
$7.74M 1.56%
174,318
-72,218
12
$7.58M 1.53%
59,919
-2,203
13
$7.51M 1.52%
55,778
+10,632
14
$7.28M 1.47%
430,497
+67,723
15
$7.15M 1.44%
146,216
-62,960
16
$7.06M 1.43%
351,670
+130,487
17
$7M 1.41%
124,391
+52,679
18
$6.91M 1.39%
+173,738
19
$6.72M 1.36%
102,388
-12,094
20
$6.66M 1.34%
+196,933
21
$6.58M 1.33%
90,131
+10,350
22
$6.45M 1.3%
55,894
+7,189
23
$6.26M 1.26%
219,636
-7,847
24
$6.24M 1.26%
66,840
-2,541
25
$6.21M 1.25%
182,570
-78,189
1
2 3 4 5