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
$527M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$3.85M
3
+$3.76M
4
OVV icon
Ovintiv
OVV
+$3.46M
5
CYTK icon
Cytokinetics
CYTK
+$3.4M

Top Sells

1
+$8.21M
2
+$7.84M
3
+$5.8M
4
VRNA
Verona Pharma
VRNA
+$4.66M
5
SRAD icon
Sportradar
SRAD
+$4.34M

Sector Composition

1 Financials 19.09%
2 Healthcare 15.75%
3 Technology 15.58%
4 Industrials 14.43%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.52M 0.86%
56,444
-11,480
52
$4.46M 0.85%
21,433
-4,345
53
$4.44M 0.84%
115,819
+54,915
54
$4.4M 0.84%
97,635
-19,834
55
$4.33M 0.82%
34,724
-7,070
56
$4.27M 0.81%
24,740
-17,926
57
$4.19M 0.8%
73,716
+28,304
58
$4.19M 0.79%
25,267
-4,848
59
$4.1M 0.78%
48,990
+11,355
60
$4.07M 0.77%
154,858
-29,787
61
$4.01M 0.76%
52,176
-29,501
62
$3.94M 0.75%
98,650
+16,933
63
$3.93M 0.75%
+46,522
64
$3.93M 0.74%
81,799
+40,214
65
$3.86M 0.73%
67,992
-13,137
66
$3.79M 0.72%
101,742
+35,481
67
$3.78M 0.72%
112,300
-61,666
68
$3.77M 0.72%
+13,969
69
$3.76M 0.71%
27,234
+13,175
70
$3.72M 0.71%
71,580
-23,855
71
$3.72M 0.71%
+48,240
72
$3.7M 0.7%
139,057
+15,108
73
$3.68M 0.7%
89,804
-18,347
74
$3.68M 0.7%
103,621
-95,005
75
$3.67M 0.7%
147,144
-29,901
1 2
3
4 5