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
$555M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$6.09M
3
+$4.97M
4
TRV icon
Travelers Companies
TRV
+$4.62M
5
UBSI icon
United Bankshares
UBSI
+$4.52M

Top Sells

1
+$11.9M
2
+$6.41M
3
+$6.2M
4
ARW icon
Arrow Electronics
ARW
+$5.31M
5
MOD icon
Modine Manufacturing
MOD
+$5.17M

Sector Composition

1 Financials 23.66%
2 Healthcare 19.67%
3 Industrials 13.06%
4 Technology 10.49%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACT icon
51
Enact Holdings
ACT
$6.09B
$4.73M 0.85%
115,819
TRNO icon
52
Terreno Realty
TRNO
$7.13B
$4.66M 0.84%
75,864
-780
TRV icon
53
Travelers Companies
TRV
$64B
$4.6M 0.83%
+15,761
SLAB icon
54
Silicon Laboratories
SLAB
$7.05B
$4.54M 0.82%
21,824
+2,303
UBSI icon
55
United Bankshares
UBSI
$6.22B
$4.5M 0.81%
+108,618
FTDR icon
56
Frontdoor
FTDR
$4.39B
$4.32M 0.78%
81,632
-850
MTG icon
57
MGIC Investment
MTG
$6.01B
$4.3M 0.78%
163,841
INVX
58
Innovex International
INVX
$1.76B
$4.26M 0.77%
+174,730
PNC icon
59
PNC Financial Services
PNC
$91.3B
$4.23M 0.76%
+20,351
AMG icon
60
Affiliated Managers Group
AMG
$8.03B
$4.18M 0.75%
15,111
APAM icon
61
Artisan Partners
APAM
$2.65B
$4.11M 0.74%
113,059
CATY icon
62
Cathay General Bancorp
CATY
$3.65B
$4.08M 0.74%
81,799
KNF icon
63
Knife River
KNF
$5.09B
$4.03M 0.73%
49,344
-555
EPAC icon
64
Enerpac Tool Group
EPAC
$1.85B
$4M 0.72%
109,812
+26,502
AEIS icon
65
Advanced Energy
AEIS
$14.5B
$3.93M 0.71%
12,174
-3,444
PVH icon
66
PVH
PVH
$4.51B
$3.91M 0.71%
56,076
MXL icon
67
MaxLinear
MXL
$2.84B
$3.89M 0.7%
223,701
+87,800
OZK icon
68
Bank OZK
OZK
$5.44B
$3.85M 0.69%
83,900
CAG icon
69
Conagra Brands
CAG
$7.1B
$3.73M 0.67%
237,036
ANF icon
70
Abercrombie & Fitch
ANF
$4.37B
$3.72M 0.67%
40,661
+19,680
BCPC
71
Balchem Corp
BCPC
$5.69B
$3.7M 0.67%
21,822
-259
NAMS icon
72
NewAmsterdam Pharma
NAMS
$3.89B
$3.68M 0.66%
114,975
-28,574
OVV icon
73
Ovintiv
OVV
$15.1B
$3.64M 0.66%
61,237
-79,186
SLG icon
74
SL Green Realty
SLG
$3.14B
$3.61M 0.65%
97,666
+1,509
EWTX icon
75
Edgewise Therapeutics
EWTX
$3.64B
$3.6M 0.65%
114,141
+71,007
1 2
3
4 5