MAP

Moody Aldrich Partners Portfolio holdings

AUM $536M
1-Year Est. Return 66.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$536M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$5.4M
3
+$5.22M
4
HUT
Hut 8
HUT
+$4.78M
5
OZK icon
Bank OZK
OZK
+$3.92M

Top Sells

1
+$7.2M
2
+$6.18M
3
+$5.11M
4
CORZ icon
Core Scientific
CORZ
+$4.49M
5
AEIS icon
Advanced Energy
AEIS
+$3.93M

Sector Composition

1 Healthcare 22.21%
2 Financials 21.41%
3 Industrials 13.75%
4 Technology 11.04%
5 Consumer Discretionary 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRAX icon
1
Praxis Precision Medicines
PRAX
$8.83B
$12.3M 2.3%
+41,731
CADE
2
DELISTED
Cadence Bank
CADE
$11.9M 2.22%
277,915
-13,478
INDB icon
3
Independent Bank
INDB
$3.86B
$10.6M 1.99%
145,577
-6,800
BBIO icon
4
BridgeBio Pharma
BBIO
$12.5B
$10M 1.87%
131,184
+59,604
COLB icon
5
Columbia Banking Systems
COLB
$8.47B
$9.25M 1.73%
330,792
+59,073
WTFC icon
6
Wintrust Financial
WTFC
$9.73B
$9.2M 1.72%
65,833
+22,641
PIPR icon
7
Piper Sandler
PIPR
$5.06B
$7.88M 1.47%
23,190
-1,126
CASH icon
8
Pathward Financial
CASH
$1.99B
$7.56M 1.41%
106,445
-5,128
AXSM icon
9
Axsome Therapeutics
AXSM
$8.39B
$7.36M 1.37%
40,273
-11,203
POR icon
10
Portland General Electric
POR
$6.22B
$7.22M 1.35%
150,403
+14,004
VTRS icon
11
Viatris
VTRS
$17.1B
$7.2M 1.34%
578,576
KRMN
12
Karman Holdings
KRMN
$12.1B
$7.07M 1.32%
96,643
+12,581
PTGX icon
13
Protagonist Therapeutics
PTGX
$5.71B
$7.04M 1.31%
80,623
-62,437
ESI icon
14
Element Solutions
ESI
$8.19B
$7.03M 1.31%
281,472
-12,981
MOD icon
15
Modine Manufacturing
MOD
$11.2B
$6.74M 1.26%
50,501
-2,299
AVA icon
16
Avista
AVA
$3.3B
$6.59M 1.23%
170,888
+50,133
SPXC icon
17
SPX Corp
SPXC
$10.9B
$6.5M 1.21%
32,490
-985
CARG icon
18
CarGurus
CARG
$3.09B
$6.42M 1.2%
167,301
-8,152
VSEC icon
19
VSE Corp
VSEC
$6.06B
$6.4M 1.2%
37,066
-1,801
KTOS icon
20
Kratos Defense & Security Solutions
KTOS
$15.2B
$6.25M 1.17%
82,330
-21,250
CAPR icon
21
Capricor Therapeutics
CAPR
$1.41B
$6.02M 1.12%
+208,755
SWX icon
22
Southwest Gas
SWX
$6.42B
$5.99M 1.12%
74,867
-3,528
BKU icon
23
Bankunited
BKU
$3.51B
$5.81M 1.08%
+130,332
CPK icon
24
Chesapeake Utilities
CPK
$3.24B
$5.71M 1.06%
45,737
+10,997
STNG icon
25
Scorpio Tankers
STNG
$4.11B
$5.67M 1.06%
111,487
-9,375
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