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
$550M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$4.81M
3
+$4.72M
4
LNTH icon
Lantheus
LNTH
+$4.21M
5
EWTX icon
Edgewise Therapeutics
EWTX
+$4.03M

Top Sells

1
+$7.63M
2
+$6.6M
3
+$5.85M
4
FTAI icon
FTAI Aviation
FTAI
+$5.42M
5
PCVX icon
Vaxcyte
PCVX
+$5.27M

Sector Composition

1 Financials 19.47%
2 Healthcare 18.95%
3 Industrials 14.78%
4 Technology 12.43%
5 Consumer Discretionary 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.14M 0.57%
123,509
-2,320
77
$3.03M 0.55%
28,943
-611
78
$2.93M 0.53%
72,428
+7,241
79
$2.82M 0.51%
43,311
80
$2.82M 0.51%
26,874
+3,292
81
$2.58M 0.47%
10,830
+1,627
82
$2.56M 0.47%
19,937
-412
83
$2.56M 0.47%
+27,052
84
$2.49M 0.45%
303,062
+123,703
85
$2.47M 0.45%
68,136
-41,593
86
$2.47M 0.45%
46,731
-23,174
87
$2.44M 0.44%
28,840
-575
88
$2.4M 0.44%
21,509
89
$2.38M 0.43%
84,907
+22,841
90
$2.32M 0.42%
339,172
91
$2.32M 0.42%
+60,019
92
$2.27M 0.41%
26,458
93
$2.24M 0.41%
+58,828
94
$2.24M 0.41%
26,805
-532
95
$2.21M 0.4%
+60,904
96
$2.18M 0.4%
30,600
-82,042
97
$2.18M 0.4%
18,494
98
$2.17M 0.4%
14,059
99
$2.13M 0.39%
20,661
100
$2.07M 0.38%
+59,294
2 3
4
5 6