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
76
$2.29M 0.48%
10,391
-154
77
$2.27M 0.48%
59,294
78
$2.25M 0.47%
31,798
-27,604
79
$2.23M 0.47%
13,020
-7,709
80
$2.19M 0.46%
103,667
-104,311
81
$2.16M 0.45%
+55,245
82
$2.14M 0.45%
107,166
83
$2.13M 0.45%
29,810
+196
84
$2.12M 0.44%
60,904
85
$2.1M 0.44%
+66,475
86
$1.98M 0.41%
+22,331
87
$1.93M 0.4%
51,157
-1,529
88
$1.93M 0.4%
18,591
+4,687
89
$1.92M 0.4%
+197,385
90
$1.89M 0.4%
64,408
91
$1.88M 0.39%
27,740
92
$1.84M 0.39%
+81,775
93
$1.84M 0.39%
10,948
94
$1.82M 0.38%
13,818
95
$1.81M 0.38%
+82,971
96
$1.79M 0.37%
+41,585
97
$1.75M 0.37%
+28,756
98
$1.74M 0.36%
245,291
-93,881
99
$1.68M 0.35%
57,488
-865
100
$1.67M 0.35%
13,465
-5,029
2 3
4
5 6