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
76
$3.6M 0.68%
15,111
+7,189
77
$3.49M 0.66%
35,454
-7,261
78
$3.48M 0.66%
23,167
-4,715
79
$3.47M 0.66%
51,274
+9,757
80
$3.4M 0.65%
26,786
-5,476
81
$3.26M 0.62%
247,558
+161,623
82
$3.17M 0.6%
30,418
-5,885
83
$3.15M 0.6%
33,239
-6,773
84
$3.13M 0.59%
+28,045
85
$3.08M 0.58%
68,052
+39,296
86
$3.02M 0.57%
+9,753
87
$2.98M 0.57%
12,100
-7,119
88
$2.97M 0.56%
240,105
-50,387
89
$2.92M 0.55%
11,935
-2,481
90
$2.81M 0.53%
113,114
-21,797
91
$2.66M 0.5%
36,710
+5,383
92
$2.63M 0.5%
37,703
-1,533
93
$2.57M 0.49%
350,548
-71,304
94
$2.48M 0.47%
91,385
-18,590
95
$2.45M 0.46%
6,707
-7,977
96
$2.37M 0.45%
+154,336
97
$2.29M 0.43%
+142,499
98
$2.25M 0.43%
22,466
+1,938
99
$1.98M 0.37%
100,334
-20,369
100
$1.97M 0.37%
8,113
-8,570
2 3
4
5 6