MAP
Moody Aldrich Partners Portfolio holdings
AUM
$527M
1-Year Est. Return
46.7%
1 Year Est. Return
+46.7%
AUM
$527M
AUM Growth
+$10.6M
(+2%)
Holding
209
Top Buys
| 1 | +$5.77M | |
| 2 | +$4.65M | |
| 3 | +$4.59M | |
| 4 |
Cytokinetics
CYTK
|
+$4.53M |
| 5 |
Bloom Energy
BE
|
+$3.93M |
Top Sells
| 1 | +$8.21M | |
| 2 | +$7.84M | |
| 3 | +$5.8M | |
| 4 |
VRNA
Verona Pharma
VRNA
|
+$4.66M |
| 5 |
COOP
Mr. Cooper
COOP
|
+$4.06M |
Sector Composition
| 1 | Financials | 19.09% |
| 2 | Healthcare | 15.75% |
| 3 | Technology | 15.58% |
| 4 | Industrials | 14.43% |
| 5 | Consumer Discretionary | 10.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Cadence Bank
CADE
$7.73B
| $10.9M | 2.08% |
291,393
+13,233
|
|
||
2
Independent Bank
INDB
$3.68B
| $10.5M | 2% |
152,377
+8,910
|
|
||
3
Protagonist Therapeutics
PTGX
$5.36B
| $9.5M | 1.8% |
143,060
-27,510
|
|
||
4
Kratos Defense & Security Solutions
KTOS
$12.1B
| $9.46M | 1.8% |
103,580
+11,540
|
|
||
5
Piper Sandler
PIPR
$5.51B
| $8.44M | 1.6% |
24,316
-930
|
|
||
6
Pathward Financial
CASH
$1.63B
| $8.26M | 1.57% |
111,573
-22,734
|
|
||
7
Modine Manufacturing
MOD
$8.3B
| $7.51M | 1.42% |
52,800
+4,400
|
|
||
8
Element Solutions
ESI
$6.36B
| $7.41M | 1.41% |
294,453
-17,292
|
|
||
9
Merus
MRUS
$7.29B
| $7.2M | 1.37% |
76,444
-15,565
|
|
||
10
Core Scientific
CORZ
$4.94B
| $7.17M | 1.36% |
399,706
-36,651
|
|
||
11
Riot Platforms
RIOT
$5.66B
| $7.12M | 1.35% |
373,925
-70,177
|
|
||
12
Columbia Banking Systems
COLB
$8.44B
| $6.99M | 1.33% |
271,719
-55,318
|
|
||
13
Scorpio Tankers
STNG
$2.94B
| $6.77M | 1.29% |
120,862
+55,360
|
|
||
14
CarGurus
CARG
$3.42B
| $6.53M | 1.24% |
175,453
-1,414
|
|
||
15
VSE Corp
VSEC
$3.96B
| $6.46M | 1.23% |
38,867
-7,873
|
|
||
16
SPX Corp
SPXC
$10.4B
| $6.25M | 1.19% |
33,475
+5,290
|
|
||
17
Axsome Therapeutics
AXSM
$7.46B
| $6.25M | 1.19% |
51,476
-9,934
|
|
||
18
Clearwater Analytics
CWAN
$6.24B
| $6.18M | 1.17% |
342,713
-68,239
|
|
||
19
Southwest Gas
SWX
$5.75B
| $6.14M | 1.17% |
78,395
-15,533
|
|
||
20
Varonis Systems
VRNS
$3.75B
| $6.1M | 1.16% |
106,162
-29,910
|
|
||
|
KRMN
21
Karman Holdings
KRMN
$8.59B
| $6.07M | 1.15% |
84,062
-39,927
|
|
||
22
Portland General Electric
POR
$5.57B
| $6M | 1.14% |
136,399
-26,415
|
|
||
23
Advanced Energy
AEIS
$8.01B
| $5.94M | 1.13% |
34,927
-18,428
|
|
||
24
OSI Systems
OSIS
$4.58B
| $5.91M | 1.12% |
23,712
-2,533
|
|
||
25
Arrow Electronics
ARW
$5.6B
| $5.83M | 1.11% |
48,170
+22,906
|
|