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
$550M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$4.81M
3
+$4.72M
4
LNTH icon
Lantheus
LNTH
+$4.21M
5
EWTX icon
Edgewise Therapeutics
EWTX
+$4.03M

Top Sells

1
+$7.63M
2
+$6.6M
3
+$5.85M
4
FTAI icon
FTAI Aviation
FTAI
+$5.42M
5
PCVX icon
Vaxcyte
PCVX
+$5.27M

Sector Composition

1 Financials 19.47%
2 Healthcare 18.95%
3 Industrials 14.78%
4 Technology 12.43%
5 Consumer Discretionary 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.67M 1.21%
91,104
-7,908
27
$6.43M 1.17%
208,908
+58,351
28
$6.38M 1.16%
91,369
-23,708
29
$6.33M 1.15%
110,558
-24,954
30
$6.31M 1.15%
154,867
+62,080
31
$6.26M 1.14%
61,010
+3,958
32
$6.19M 1.13%
54,169
-46,117
33
$5.98M 1.09%
66,877
-1,179
34
$5.86M 1.07%
156,154
-2,963
35
$5.58M 1.01%
41,996
-11,690
36
$5.57M 1.01%
196,847
-3,833
37
$5.55M 1.01%
74,404
-19,737
38
$5.5M 1%
276,647
-5,427
39
$5.45M 0.99%
60,644
-1,107
40
$5.41M 0.98%
95,728
-1,836
41
$5.37M 0.98%
119,287
-14,928
42
$5.31M 0.97%
30,089
-590
43
$5.22M 0.95%
29,662
-651
44
$5.13M 0.93%
26,839
+5,796
45
$5.05M 0.92%
33,274
+3,053
46
$4.94M 0.9%
38,157
+9,774
47
$4.88M 0.89%
13,311
-3,473
48
$4.87M 0.89%
100,340
+44,606
49
$4.81M 0.87%
+100,227
50
$4.8M 0.87%
114,638
-2,169
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