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
$517M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$6.25M
2 +$6.12M
3 +$5.03M
4
MOD icon
Modine Manufacturing
MOD
+$4.77M
5
SPXC icon
SPX Corp
SPXC
+$4.73M

Top Sells

1 +$8.42M
2 +$8.41M
3 +$7.38M
4
WTFC icon
Wintrust Financial
WTFC
+$7.1M
5
HALO icon
Halozyme
HALO
+$6.17M

Sector Composition

1 Financials 20.97%
2 Technology 16.81%
3 Healthcare 15.05%
4 Industrials 14.97%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CASH icon
1
Pathward Financial
CASH
$1.59B
$10.6M 2.06%
134,307
-2,048
PTGX icon
2
Protagonist Therapeutics
PTGX
$4.71B
$9.43M 1.82%
170,570
+7,087
SRAD icon
3
Sportradar
SRAD
$7.96B
$9.1M 1.76%
324,168
+69,202
INDB icon
4
Independent Bank
INDB
$3.21B
$9.02M 1.75%
143,467
-2,199
CWAN icon
5
Clearwater Analytics
CWAN
$5.31B
$9.01M 1.74%
410,952
+32,532
VIRT icon
6
Virtu Financial
VIRT
$2.8B
$8.9M 1.72%
198,626
-2,309
CADE icon
7
Cadence Bank
CADE
$6.67B
$8.9M 1.72%
278,160
-4,273
PLMR icon
8
Palomar
PLMR
$3.02B
$8.21M 1.59%
53,211
-17,280
SKWD icon
9
Skyward Specialty Insurance
SKWD
$1.82B
$7.84M 1.52%
135,635
-46,949
COLB icon
10
Columbia Banking Systems
COLB
$7.2B
$7.65M 1.48%
327,037
-5,017
HQY icon
11
HealthEquity
HQY
$7.84B
$7.46M 1.44%
71,215
+3,335
CORZ icon
12
Core Scientific
CORZ
$6.05B
$7.45M 1.44%
436,357
+70,895
MZTI
13
The Marzetti Company
MZTI
$4.55B
$7.37M 1.43%
42,666
+14,290
AEIS icon
14
Advanced Energy
AEIS
$7.25B
$7.07M 1.37%
53,355
-5,315
ESI icon
15
Element Solutions
ESI
$6.13B
$7.06M 1.37%
311,745
+44,888
PIPR icon
16
Piper Sandler
PIPR
$5.83B
$7.02M 1.36%
25,246
+2,095
SWX icon
17
Southwest Gas
SWX
$5.58B
$6.99M 1.35%
93,928
-34,245
VRNS icon
18
Varonis Systems
VRNS
$6.76B
$6.91M 1.34%
136,072
-2,065
MRX
19
Marex Group
MRX
$2.18B
$6.87M 1.33%
173,966
+50,668
SLG icon
20
SL Green Realty
SLG
$3.82B
$6.8M 1.32%
109,789
-1,693
KNF icon
21
Knife River
KNF
$3.71B
$6.67M 1.29%
81,677
-1,236
POR icon
22
Portland General Electric
POR
$4.81B
$6.62M 1.28%
162,814
-2,513
AXSM icon
23
Axsome Therapeutics
AXSM
$6.24B
$6.41M 1.24%
61,410
-929
WTFC icon
24
Wintrust Financial
WTFC
$8.05B
$6.34M 1.23%
51,163
-57,303
KRMN
25
Karman Holdings
KRMN
$10.2B
$6.25M 1.21%
+123,989