MAP

Moody Aldrich Partners Portfolio holdings

AUM $555M
1-Year Est. Return 88.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+88.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$3.85M
3
+$3.76M
4
OVV icon
Ovintiv
OVV
+$3.46M
5
CYTK icon
Cytokinetics
CYTK
+$3.4M

Top Sells

1
+$8.21M
2
+$7.84M
3
+$5.8M
4
VRNA
Verona Pharma
VRNA
+$4.66M
5
SRAD icon
Sportradar
SRAD
+$4.34M

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
26
$5.82M 1.1%
86,475
-17,576
27
$5.78M 1.1%
80,949
-16,480
28
$5.77M 1.09%
+307,451
29
$5.73M 1.09%
578,576
+278,168
30
$5.72M 1.09%
43,192
-7,971
31
$5.67M 1.08%
140,423
+84,730
32
$5.66M 1.07%
59,685
-11,530
33
$5.5M 1.04%
91,880
-17,909
34
$5.25M 1%
137,341
+78,047
35
$5.17M 0.98%
65,898
-13,446
36
$4.98M 0.94%
47,803
-31,347
37
$4.92M 0.93%
86,804
-43,046
38
$4.91M 0.93%
113,059
+53,432
39
$4.88M 0.93%
204,279
-41,554
40
$4.81M 0.91%
115,543
-22,253
41
$4.78M 0.91%
177,698
-146,470
42
$4.71M 0.89%
256,974
+176,930
43
$4.7M 0.89%
32,283
-23,578
44
$4.7M 0.89%
56,076
+27,076
45
$4.68M 0.89%
34,740
-7,078
46
$4.65M 0.88%
+163,841
47
$4.63M 0.88%
109,100
+9,577
48
$4.59M 0.87%
+25,884
49
$4.57M 0.87%
120,755
-24,581
50
$4.53M 0.86%
+82,460
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