MAP

Moody Aldrich Partners Portfolio holdings

AUM $536M
1-Year Est. Return 66.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$536M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$5.4M
3
+$5.22M
4
HUT
Hut 8
HUT
+$4.78M
5
OZK icon
Bank OZK
OZK
+$3.92M

Top Sells

1
+$7.2M
2
+$6.18M
3
+$5.11M
4
CORZ icon
Core Scientific
CORZ
+$4.49M
5
AEIS icon
Advanced Energy
AEIS
+$3.93M

Sector Composition

1 Healthcare 22.21%
2 Financials 21.41%
3 Industrials 13.75%
4 Technology 11.04%
5 Consumer Discretionary 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANAB icon
101
AnaptysBio
ANAB
$1.46B
$2.31M 0.43%
47,601
-2,281
MTH icon
102
Meritage Homes
MTH
$4.81B
$2.3M 0.43%
34,986
-1,724
INOD icon
103
Innodata
INOD
$1.39B
$2.28M 0.43%
44,726
-3,514
LEU icon
104
Centrus Energy
LEU
$3.88B
$2.26M 0.42%
9,319
-434
MDGL icon
105
Madrigal Pharmaceuticals
MDGL
$9.67B
$2.26M 0.42%
+3,876
VRNS icon
106
Varonis Systems
VRNS
$2.77B
$2.16M 0.4%
65,950
-40,212
NCNO icon
107
nCino
NCNO
$1.93B
$2.15M 0.4%
83,969
-7,416
SLNO icon
108
Soleno Therapeutics
SLNO
$2.03B
$2.14M 0.4%
46,306
-4,968
UHS icon
109
Universal Health Services
UHS
$12.8B
$2.12M 0.4%
+9,723
CORZ icon
110
Core Scientific
CORZ
$4.74B
$2.07M 0.39%
142,064
-257,642
BOOT icon
111
Boot Barn
BOOT
$5.68B
$2.05M 0.38%
11,601
-13,666
KURA icon
112
Kura Oncology
KURA
$740M
$1.87M 0.35%
+179,728
DNTH icon
113
Dianthus Therapeutics
DNTH
$2.39B
$1.7M 0.32%
41,304
-1,987
LMB icon
114
Limbach Holdings
LMB
$1.02B
$1.33M 0.25%
17,041
-1,534
APGE icon
115
Apogee Therapeutics
APGE
$4.68B
$1.3M 0.24%
17,164
-848
AVBP icon
116
ArriVent BioPharma
AVBP
$988M
$1.14M 0.21%
56,659
-2,795
EWTX icon
117
Edgewise Therapeutics
EWTX
$3.05B
$1.07M 0.2%
43,134
-39,807
LLY icon
118
Eli Lilly
LLY
$951B
$946K 0.18%
880
-27
PM icon
119
Philip Morris
PM
$277B
$896K 0.17%
5,588
-133
INSM icon
120
Insmed
INSM
$31.4B
$876K 0.16%
5,036
-515
NVDA icon
121
NVIDIA
NVDA
$4.38T
$805K 0.15%
4,317
NEM icon
122
Newmont
NEM
$129B
$805K 0.15%
8,061
JOYY
123
JOYY Inc
JOYY
$3.01B
$774K 0.14%
11,949
JPM icon
124
JPMorgan Chase
JPM
$810B
$733K 0.14%
2,273
-10
ARGX icon
125
argenx
ARGX
$46.3B
$726K 0.14%
863
-2
3 4
5
6 7