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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
-2.48%
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
$478M
AUM Growth
-$62.2M
(-12%)
Cap. Flow
-$27.7M
Cap. Flow
% of AUM
-5.81%
Top 10 Holdings %
Top 10 Hldgs %
20.12%
Holding
222
New
26
Increased
34
Reduced
97
Closed
54
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Sprouts Farmers Market
SFM
|
+$5.53M |
| 2 |
Applied Industrial Technologies
AIT
|
+$4.75M |
| 3 |
Insmed
INSM
|
+$4.1M |
| 4 |
Protagonist Therapeutics
PTGX
|
+$4.03M |
| 5 |
MRUS
Merus
MRUS
|
+$3.46M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SUM
Summit Materials, Inc. Class A Common Stock
SUM
|
+$6.66M |
| 2 |
ITCI
Intra-Cellular Therapies Inc.
ITCI
|
+$5.34M |
| 3 |
Modine Manufacturing
MOD
|
+$4.74M |
| 4 |
Lazard
LAZ
|
+$4.61M |
| 5 |
ECG
Everus Construction Group
ECG
|
+$4.36M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 24.86% |
| 2 | Healthcare | 19.06% |
| 3 | Technology | 13.14% |
| 4 | Industrials | 13% |
| 5 | Consumer Discretionary | 7.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Frontdoor
FTDR
$6.26B
| $4.06M | 0.85% |
105,612
+8,197
| +8% | +$418K |
|
52
SM Energy
SM
$6.87B
| $4.04M | 0.85% |
135,058
+2,791
| +2% | +$100K |
|
53
Edgewise Therapeutics
EWTX
$4.73B
| $4.01M | 0.84% |
182,095
-5,837
| -3% | -$153K |
|
|
CSW
54
CSW Industrials
CSW
$5.71B
| $3.75M | 0.78% |
12,847
-175
| -1% | -$56.8K |
|
55
Loar Holdings
LOAR
$6.64B
| $3.73M | 0.78% |
52,768
-19,542
| -27% | -$1.41M |
|
56
Wave Life Sciences
WVE
$1.2B
| $3.55M | 0.74% |
439,827
+41,352
| +10% | +$452K |
|
57
Lantheus
LNTH
$6.59B
| $3.53M | 0.74% |
36,205
+217
| +0.6% | +$20.3K |
|
58
Semtech
SMTC
$13B
| $3.4M | 0.71% |
98,904
+42,587
| +76% | +$2.1M |
|
59
Cactus
WHD
$5.44B
| $3.38M | 0.71% |
73,758
-46,796
| -39% | -$2.59M |
|
60
BridgeBio Pharma
BBIO
$16.5B
| $3.35M | 0.7% |
96,915
-2,769
| -3% | -$93.4K |
|
61
Walker & Dunlop
WD
$1.53B
| $3.26M | 0.68% |
38,199
-26,994
| -41% | -$2.42M |
|
62
ATI
ATI
$31B
| $3.17M | 0.66% |
60,853
-16,930
| -22% | -$961K |
|
63
Vita Coco
COCO
$3.6B
| $3.1M | 0.65% |
101,067
-1,510
| -1% | -$53.9K |
|
64
nCino
NCNO
$2.1B
| $3.07M | 0.64% |
111,652
-1,664
| -1% | -$52.6K |
|
65
Construction Partners
ROAD
$6.77B
| $3.06M | 0.64% |
42,560
-15,129
| -26% | -$1.19M |
|
66
MYR Group
MYRG
$5.25B
| $2.96M | 0.62% |
26,172
-393
| -1% | -$52.3K |
|
67
ArcBest
ARCB
$3.08B
| $2.81M | 0.59% |
39,839
-1,292
| -3% | -$112K |
|
68
Limbach Holdings
LMB
$581M
| $2.76M | 0.58% |
37,007
-14,779
| -29% | -$1.29M |
|
69
Alkermes
ALKS
$8.25B
| $2.68M | 0.56% |
81,234
-1,239
| -2% | -$40.4K |
|
70
Novanta
NOVT
$6.29B
| $2.67M | 0.56% |
20,844
-301
| -1% | -$43.3K |
|
71
Core Scientific
CORZ
$6.75B
| $2.65M | 0.55% |
365,462
+20,073
| +6% | +$228K |
|
72
Albany International
AIN
$1.78B
| $2.62M | 0.55% |
37,937
-560
| -1% | -$43.5K |
|
73
Fabrinet
FN
$20.1B
| $2.59M | 0.54% |
13,124
-400
| -3% | -$87.3K |
|
74
Credo Technology Group
CRDO
$46.6B
| $2.57M | 0.54% |
64,115
-2,064
| -3% | -$128K |
|
75
Rambus
RMBS
$11B
| $2.33M | 0.49% |
45,038
-674
| -1% | -$39.6K |
|
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Moody Aldrich Partners's Q1 2025 Portfolio in Review
As of Q1 2025, Moody Aldrich Partners held 222 positions worth $478M, down 12% from $540M the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Moody Aldrich Partners withdrew a net $27.7M in Q1 2025, closing 54 positions and reducing 97 holdings. Its most notable exit was Summit Materials, Inc. Class A Common Stock, an estimated $6.66M position sold in full.
By sector, the portfolio is most concentrated in Financials at 25% of assets, up from 24% a quarter earlier, followed by Healthcare and Technology.
Against the trend, Moody Aldrich Partners opened a new position in Sprouts Farmers Market worth $5.66M.
- Moody Aldrich Partners's largest Q1 2025 buy was Sprouts Farmers Market: 37,099 shares worth $5.66M.
- Moody Aldrich Partners added most to Insmed in Q1 2025, an estimated $4.1M increase.
- Moody Aldrich Partners's biggest Q1 2025 reduction was Virtu Financial, cutting an estimated $4.08M.
- Moody Aldrich Partners fully exited Summit Materials, Inc. Class A Common Stock in Q1 2025, selling an estimated $6.66M.
- Moody Aldrich Partners's ten largest holdings make up 20% of its $478M portfolio in Q1 2025.
- Moody Aldrich Partners opened 26 new positions and closed 54 in Q1 2025.
- Moody Aldrich Partners's portfolio value fell 12% quarter-over-quarter to $478M.
Based on Moody Aldrich Partners's 13F filing for Q1 2025, filed 29 Apr 2025.