MAP

Moody Aldrich Partners Portfolio holdings

AUM $527M
1-Year Est. Return 46.7%
This Quarter Est. Return
1 Year Est. Return
+46.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.65M
3
+$4.34M
4
INSM icon
Insmed
INSM
+$4.08M
5
MRUS icon
Merus
MRUS
+$3.34M

Top Sells

1
+$6.66M
2
+$5.34M
3
+$4.74M
4
LAZ icon
Lazard
LAZ
+$4.61M
5
ECG
Everus Construction Group
ECG
+$4.36M

Sector Composition

1 Financials 24.86%
2 Healthcare 19.06%
3 Technology 13.34%
4 Industrials 13%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.59M 1.17%
58,670
+6,944
27
$5.59M 1.17%
138,137
+45,240
28
$5.51M 1.15%
254,966
+111,902
29
$5.16M 1.08%
35,778
-1,177
30
$5.09M 1.07%
201,350
-99,363
31
$4.97M 1.04%
28,376
-836
32
$4.93M 1.03%
109,793
-1,654
33
$4.92M 1.03%
187,465
+28,110
34
$4.89M 1.02%
36,862
-1,177
35
$4.89M 1.02%
116,791
+693
36
$4.72M 0.99%
136,990
-4,420
37
$4.7M 0.98%
28,307
-434
38
$4.69M 0.98%
139,905
-4,461
39
$4.56M 0.95%
108,281
+79,286
40
$4.54M 0.95%
40,867
+11,642
41
$4.45M 0.93%
64,883
-979
42
$4.44M 0.93%
42,428
-625
43
$4.43M 0.93%
182,571
-33,086
44
$4.38M 0.92%
119,281
-1,803
45
$4.35M 0.91%
123,298
-1,837
46
$4.34M 0.91%
+19,257
47
$4.16M 0.87%
36,565
-538
48
$4.14M 0.87%
65,490
-2,294
49
$4.14M 0.87%
38,516
-10,895
50
$4.1M 0.86%
140,751
+35,340
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