MAP

Moody Aldrich Partners Portfolio holdings

AUM $527M
1-Year Est. Return 46.7%
This Quarter Est. Return
1 Year Est. Return
+46.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.65M
3
+$4.34M
4
INSM icon
Insmed
INSM
+$4.08M
5
MRUS icon
Merus
MRUS
+$3.34M

Top Sells

1
+$6.66M
2
+$5.34M
3
+$4.74M
4
LAZ icon
Lazard
LAZ
+$4.61M
5
ECG
Everus Construction Group
ECG
+$4.36M

Sector Composition

1 Financials 24.86%
2 Healthcare 19.06%
3 Technology 13.34%
4 Industrials 13%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.06M 0.85%
105,612
+8,197
52
$4.04M 0.85%
135,058
+2,791
53
$4.01M 0.84%
182,095
-5,837
54
$3.75M 0.78%
12,847
-175
55
$3.73M 0.78%
52,768
-19,542
56
$3.55M 0.74%
439,827
+41,352
57
$3.53M 0.74%
36,205
+217
58
$3.4M 0.71%
98,904
+42,587
59
$3.38M 0.71%
73,758
-46,796
60
$3.35M 0.7%
96,915
-2,769
61
$3.26M 0.68%
38,199
-26,994
62
$3.17M 0.66%
60,853
-16,930
63
$3.1M 0.65%
101,067
-1,510
64
$3.07M 0.64%
111,652
-1,664
65
$3.06M 0.64%
42,560
-15,129
66
$2.96M 0.62%
26,172
-393
67
$2.81M 0.59%
39,839
-1,292
68
$2.76M 0.58%
37,007
-14,779
69
$2.68M 0.56%
81,234
-1,239
70
$2.67M 0.56%
20,844
-301
71
$2.65M 0.55%
365,462
+20,073
72
$2.62M 0.55%
37,937
-560
73
$2.59M 0.54%
13,124
-400
74
$2.57M 0.54%
64,115
-2,064
75
$2.33M 0.49%
45,038
-674
1 2
3
4 5