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
$517M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$6.12M
3
+$5.03M
4
MOD icon
Modine Manufacturing
MOD
+$4.77M
5
SPXC icon
SPX Corp
SPXC
+$4.73M

Top Sells

1
+$8.42M
2
+$8.41M
3
+$7.38M
4
WTFC icon
Wintrust Financial
WTFC
+$7.1M
5
HALO icon
Halozyme
HALO
+$6.17M

Sector Composition

1 Financials 20.97%
2 Technology 16.81%
3 Healthcare 15.05%
4 Industrials 14.97%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNTH icon
76
Lantheus
LNTH
$3.85B
$2.92M 0.57%
35,662
-543
WVE icon
77
Wave Life Sciences
WVE
$1.24B
$2.74M 0.53%
421,852
-17,975
VTRS icon
78
Viatris
VTRS
$12B
$2.68M 0.52%
300,408
+143,092
WD icon
79
Walker & Dunlop
WD
$2.82B
$2.65M 0.51%
37,635
-564
NOVT icon
80
Novanta
NOVT
$3.9B
$2.65M 0.51%
20,528
-316
APAM icon
81
Artisan Partners
APAM
$3.08B
$2.64M 0.51%
+59,627
CPRX icon
82
Catalyst Pharmaceutical
CPRX
$2.57B
$2.62M 0.51%
120,703
-61,868
MLTX icon
83
MoonLake Immunotherapeutics
MLTX
$594M
$2.57M 0.5%
54,416
-829
STNG icon
84
Scorpio Tankers
STNG
$2.96B
$2.56M 0.5%
65,502
+25,000
SLAB icon
85
Silicon Laboratories
SLAB
$4.51B
$2.55M 0.49%
+17,274
FOR icon
86
Forestar Group
FOR
$1.32B
$2.48M 0.48%
123,949
+20,282
AB icon
87
AllianceBernstein
AB
$4.37B
$2.42M 0.47%
59,294
SRRK icon
88
Scholar Rock
SRRK
$2.68B
$2.35M 0.45%
66,261
+38,895
SEI
89
Solaris Energy Infrastructure
SEI
$2.37B
$2.31M 0.45%
81,717
-1,254
ACT icon
90
Enact Holdings
ACT
$5.27B
$2.26M 0.44%
60,904
OVV icon
91
Ovintiv
OVV
$9.32B
$2.12M 0.41%
+55,693
MTH icon
92
Meritage Homes
MTH
$5.01B
$2.1M 0.41%
31,327
-471
PVH icon
93
PVH
PVH
$3.95B
$1.99M 0.39%
+29,000
ALKS icon
94
Alkermes
ALKS
$5.11B
$1.91M 0.37%
66,919
-14,315
CATY icon
95
Cathay General Bancorp
CATY
$3.25B
$1.89M 0.37%
41,585
VLO icon
96
Valero Energy
VLO
$49.8B
$1.86M 0.36%
13,818
REPL icon
97
Replimune Group
REPL
$699M
$1.81M 0.35%
194,451
-2,934
CAG icon
98
Conagra Brands
CAG
$8.85B
$1.64M 0.32%
+80,044
TOL icon
99
Toll Brothers
TOL
$13.1B
$1.6M 0.31%
14,059
AMG icon
100
Affiliated Managers Group
AMG
$6.91B
$1.56M 0.3%
7,922
-3,026
2 3
4
5 6