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
$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
ABG icon
76
Asbury Automotive
ABG
$4.94B
$2.29M 0.48%
10,391
-154
AB icon
77
AllianceBernstein
AB
$4.43B
$2.27M 0.48%
59,294
MTH icon
78
Meritage Homes
MTH
$5.08B
$2.25M 0.47%
31,798
-27,604
IBP icon
79
Installed Building Products
IBP
$7.23B
$2.23M 0.47%
13,020
-7,709
FOR icon
80
Forestar Group
FOR
$1.33B
$2.19M 0.46%
103,667
-104,311
MLTX icon
81
MoonLake Immunotherapeutics
MLTX
$582M
$2.16M 0.45%
+55,245
PAA icon
82
Plains All American Pipeline
PAA
$11.6B
$2.14M 0.45%
107,166
SLNO icon
83
Soleno Therapeutics
SLNO
$3.57B
$2.13M 0.45%
29,810
+196
ACT icon
84
Enact Holdings
ACT
$5.32B
$2.12M 0.44%
60,904
REVG icon
85
REV Group
REVG
$2.87B
$2.1M 0.44%
+66,475
BPMC
86
DELISTED
Blueprint Medicines
BPMC
$1.98M 0.41%
+22,331
PCVX icon
87
Vaxcyte
PCVX
$5.5B
$1.93M 0.4%
51,157
-1,529
ARW icon
88
Arrow Electronics
ARW
$6.46B
$1.93M 0.4%
18,591
+4,687
REPL icon
89
Replimune Group
REPL
$632M
$1.92M 0.4%
+197,385
SLM icon
90
SLM Corp
SLM
$5.58B
$1.89M 0.4%
64,408
EBAY icon
91
eBay
EBAY
$43.4B
$1.88M 0.39%
27,740
ASB icon
92
Associated Banc-Corp
ASB
$4.2B
$1.84M 0.39%
+81,775
AMG icon
93
Affiliated Managers Group
AMG
$6.78B
$1.84M 0.39%
10,948
VLO icon
94
Valero Energy
VLO
$49B
$1.82M 0.38%
13,818
SEI
95
Solaris Energy Infrastructure
SEI
$2.27B
$1.81M 0.38%
+82,971
CATY icon
96
Cathay General Bancorp
CATY
$3.26B
$1.79M 0.37%
+41,585
TAP icon
97
Molson Coors Class B
TAP
$9.2B
$1.75M 0.37%
+28,756
GNW icon
98
Genworth Financial
GNW
$3.58B
$1.74M 0.36%
245,291
-93,881
WERN icon
99
Werner Enterprises
WERN
$1.72B
$1.68M 0.35%
57,488
-865
HIG icon
100
Hartford Financial Services
HIG
$35.2B
$1.67M 0.35%
13,465
-5,029
2 3
4
5 6