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
$556M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$7.18M
2 +$6.85M
3 +$5.07M
4
ESE icon
ESCO Technologies
ESE
+$4.49M
5
FRSH icon
Freshworks
FRSH
+$4.48M

Top Sells

1 +$10.5M
2 +$6.56M
3 +$5.39M
4
HGV icon
Hilton Grand Vacations
HGV
+$5.06M
5
ALE icon
Allete
ALE
+$4.77M

Sector Composition

1 Financials 17.18%
2 Healthcare 16.22%
3 Technology 15.16%
4 Industrials 13.7%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.5M 2.07%
67,228
-13,433
2
$10.3M 1.85%
135,849
+38,458
3
$10.2M 1.84%
163,541
-16,400
4
$9.74M 1.75%
105,012
-10,574
5
$9.29M 1.67%
147,927
+7,757
6
$9.27M 1.67%
462,517
+174,036
7
$9.15M 1.65%
139,014
-14,429
8
$8.97M 1.61%
141,538
-8,692
9
$8.96M 1.61%
335,747
-18,026
10
$8.31M 1.49%
209,768
-21,475
11
$8.07M 1.45%
121,880
+21,136
12
$7.93M 1.43%
206,187
-20,309
13
$7.53M 1.35%
98,104
-53,789
14
$7.5M 1.35%
55,034
+4,899
15
$7.49M 1.35%
123,187
+31,649
16
$7.45M 1.34%
67,099
+18,017
17
$7.44M 1.34%
145,362
+12,360
18
$7.35M 1.32%
37,923
-22,154
19
$7.2M 1.3%
212,553
+88,333
20
$7.18M 1.29%
+186,299
21
$7.15M 1.29%
157,170
+40,469
22
$7.08M 1.27%
52,767
-24,031
23
$6.86M 1.23%
151,825
+17,551
24
$6.85M 1.23%
+83,405
25
$6.74M 1.21%
127,316
+37,116