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Moody Aldrich Partners Portfolio holdings

AUM $557M
1-Year Est. Return 122.79%
This Fund
S&P 500
This Quarter Est. Return
+6.93%
1 Year Est. Return
+122.79%
3 Year Est. Return
+335.86%
5 Year Est. Return
+437.05%
10 Year Est. Return
+2,951.39%
AUM
$540M
AUM Growth
-$9.94M
Cap. Flow
-$22.6M
Cap. Flow %
-4.18%
Top 10 Hldgs %
18.67%
Holding
222
New
30
Increased
25
Reduced
119
Closed
26

Top Buys

Rank Stock Value
1
CORZ icon
Core Scientific
CORZ
+$5.1M
2
LMB icon
Limbach Holdings
LMB
+$4.56M
3
ECG
Everus Construction Group
ECG
+$4.17M
4
BOOT icon
Boot Barn
BOOT
+$4.12M
5
MYRG icon
MYR Group
MYRG
+$3.72M

Top Sells

Rank Stock Value
1
ICFI icon
ICF International
ICFI
+$7.55M
2
ALTR
Altair Engineering Inc
ALTR
+$7.19M
3
CRDO icon
Credo Technology Group
CRDO
+$7.09M
4
VRNA
Verona Pharma
VRNA
+$5.92M
5
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$4.87M

Sector Composition

Rank Sector Weight
1 Financials 23.65%
2 Healthcare 14.74%
3 Industrials 14.55%
4 Technology 12.45%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRDO icon
51
Credo Technology Group
CRDO
$46.6B
$4.45M 0.82%
66,179
-142,729
-68% -$7.09M
LMB icon
52
Limbach Holdings
LMB
$581M
$4.43M 0.82%
+51,786
New +$4.56M
VRNA
53
DELISTED
Verona Pharma
VRNA
$4.41M 0.82%
94,942
-157,810
-62% -$5.92M
HQY icon
54
HealthEquity
HQY
$8.75B
$4.4M 0.82%
45,897
-10,998
-19% -$1.02M
ECG
55
Everus Construction Group
ECG
$6.99B
$4.36M 0.81%
+66,289
New +$4.17M
SSD icon
56
Simpson Manufacturing
SSD
$8.16B
$4.32M 0.8%
26,051
-788
-3% -$144K
PCVX icon
57
Vaxcyte
PCVX
$8.64B
$4.31M 0.8%
52,686
-1,483
-3% -$147K
ATI icon
58
ATI
ATI
$31B
$4.28M 0.79%
77,783
-67,780
-47% -$4M
AVA icon
59
Avista
AVA
$3.24B
$4.25M 0.79%
116,098
-5,828
-5% -$219K
FTAI icon
60
FTAI Aviation
FTAI
$22.2B
$4.21M 0.78%
29,225
-5,276
-15% -$778K
VRNS icon
61
Varonis Systems
VRNS
$5B
$4.13M 0.76%
92,897
-2,831
-3% -$147K
TRNO icon
62
Terreno Realty
TRNO
$7.49B
$4.01M 0.74%
67,784
-38,957
-36% -$2.4M
AROC icon
63
Archrock
AROC
$5.8B
$3.97M 0.73%
+159,355
New +$3.69M
MYRG icon
64
MYR Group
MYRG
$5.25B
$3.95M 0.73%
+26,565
New +$3.72M
MRX
65
Marex Group Limited Ordinary Shares
MRX
$4.37B
$3.9M 0.72%
+125,135
New +$3.5M
CARG icon
66
CarGurus
CARG
$3.47B
$3.85M 0.71%
+105,411
New +$3.62M
ARCB icon
67
ArcBest
ARCB
$3.08B
$3.84M 0.71%
41,131
-1,134
-3% -$120K
AXSM icon
68
Axsome Therapeutics
AXSM
$10.9B
$3.82M 0.71%
45,138
-15,506
-26% -$1.43M
NCNO icon
69
nCino
NCNO
$2.1B
$3.81M 0.7%
113,316
-3,257
-3% -$121K
COCO icon
70
Vita Coco
COCO
$3.6B
$3.79M 0.7%
102,577
-94,270
-48% -$3.14M
IBP icon
71
Installed Building Products
IBP
$6.49B
$3.63M 0.67%
20,729
+4,568
+28% +$994K
SMTC icon
72
Semtech
SMTC
$13B
$3.48M 0.65%
+56,317
New +$2.97M
NOVT icon
73
Novanta
NOVT
$5.92B
$3.23M 0.6%
21,145
-581
-3% -$98.4K
LNTH icon
74
Lantheus
LNTH
$6.59B
$3.22M 0.6%
35,988
-2,383
-6% -$232K
AIN icon
75
Albany International
AIN
$1.78B
$3.08M 0.57%
38,497
-1,166
-3% -$91.5K
1 2
3
4 5

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Moody Aldrich Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Moody Aldrich Partners held 222 positions worth $540M, down 1.8% from $550M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Moody Aldrich Partners withdrew a net $22.6M in Q4 2024, closing 26 positions and reducing 119 holdings. Its most notable exit was ICF International, an estimated $7.55M position sold in full.

By sector, the portfolio is most concentrated in Financials at 24% of assets, up from 19% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Moody Aldrich Partners opened a new position in Core Scientific worth $4.85M.

  • Moody Aldrich Partners's largest Q4 2024 buy was Core Scientific: 345,389 shares worth $4.85M.
  • Moody Aldrich Partners added most to Boot Barn in Q4 2024, an estimated $4.12M increase.
  • Moody Aldrich Partners's biggest Q4 2024 reduction was Credo Technology Group, cutting an estimated $7.09M.
  • Moody Aldrich Partners fully exited ICF International in Q4 2024, selling an estimated $7.55M.
  • Moody Aldrich Partners's ten largest holdings make up 19% of its $540M portfolio in Q4 2024.
  • Moody Aldrich Partners opened 30 new positions and closed 26 in Q4 2024.
  • Moody Aldrich Partners's portfolio value fell 1.8% quarter-over-quarter to $540M.

Based on Moody Aldrich Partners's 13F filing for Q4 2024, filed 23 Jan 2025.