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
$513M
AUM Growth
-$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.78M
3
+$6.49M
4
TDW icon
Tidewater
TDW
+$6.46M
5
COCO icon
Vita Coco
COCO
+$5.59M

Top Sells

1
+$10.1M
2
+$9.41M
3
+$8.47M
4
STAG icon
STAG Industrial
STAG
+$6.59M
5
PR icon
Permian Resources
PR
+$6.56M

Sector Composition

1 Healthcare 17.37%
2 Industrials 16.17%
3 Financials 14.84%
4 Consumer Discretionary 13.64%
5 Technology 13.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 2.23%
116,018
+13,315
2
$9.16M 1.78%
112,642
-57,729
3
$8.26M 1.61%
117,346
-7,649
4
$8.23M 1.6%
148,345
-29,843
5
$8.21M 1.6%
78,305
-8,806
6
$7.8M 1.52%
287,694
+17,316
7
$7.77M 1.51%
75,272
+15,415
8
$7.57M 1.48%
100,286
-18,316
9
$7.49M 1.46%
39,783
-2,463
10
$7.1M 1.38%
135,512
+11,588
11
$6.97M 1.36%
273,065
-178,956
12
$6.85M 1.34%
46,155
-5,455
13
$6.81M 1.33%
+268,686
14
$6.8M 1.33%
32,628
-28,502
15
$6.78M 1.32%
+99,012
16
$6.73M 1.31%
150,183
+93,781
17
$6.66M 1.3%
126,277
+14,866
18
$6.64M 1.29%
81,763
+34,575
19
$6.6M 1.29%
51,159
+10,901
20
$6.49M 1.26%
+229,337
21
$6.46M 1.26%
+67,872
22
$6.41M 1.25%
65,326
+35,832
23
$6.35M 1.24%
115,077
-7,680
24
$6.11M 1.19%
272,073
+178,148
25
$5.92M 1.15%
104,499
+14,362
1
2 3 4 5