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
51
$4.78M 0.87%
66,637
-1,235
52
$4.72M 0.86%
+121,926
53
$4.72M 0.86%
38,040
-712
54
$4.66M 0.85%
56,895
-1,151
55
$4.59M 0.83%
34,501
-40,771
56
$4.58M 0.83%
42,265
+8,250
57
$4.45M 0.81%
114,130
-9,933
58
$4.32M 0.79%
67,810
+17,222
59
$4.29M 0.78%
40,779
-717
60
$4.28M 0.78%
40,108
-735
61
$4.21M 0.77%
+38,371
62
$4.04M 0.73%
25,733
-448
63
$4.03M 0.73%
+151,157
64
$4.02M 0.73%
+100,685
65
$3.98M 0.72%
+16,161
66
$3.89M 0.71%
21,726
-390
67
$3.7M 0.67%
+73,365
68
$3.68M 0.67%
+116,573
69
$3.6M 0.66%
21,531
-29,628
70
$3.59M 0.65%
216,493
-4,174
71
$3.52M 0.64%
39,663
-406
72
$3.33M 0.61%
95,672
-1,698
73
$3.3M 0.6%
13,952
-6,703
74
$3.29M 0.6%
35,193
-729
75
$3.15M 0.57%
148,318
-2,912
1 2
3
4 5