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
$527M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$4.65M
3
+$4.59M
4
CYTK icon
Cytokinetics
CYTK
+$4.53M
5
BE icon
Bloom Energy
BE
+$3.93M

Top Sells

1
+$8.21M
2
+$7.84M
3
+$5.8M
4
VRNA
Verona Pharma
VRNA
+$4.66M
5
COOP
Mr. Cooper
COOP
+$4.06M

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
SLAB icon
101
Silicon Laboratories
SLAB
$4.41B
$1.88M 0.36%
14,366
-2,908
ANF icon
102
Abercrombie & Fitch
ANF
$5.34B
$1.88M 0.36%
+21,970
IONQ icon
103
IonQ
IONQ
$17.6B
$1.86M 0.35%
30,211
+1,142
LMB icon
104
Limbach Holdings
LMB
$946M
$1.8M 0.34%
18,575
-3,752
DNTH icon
105
Dianthus Therapeutics
DNTH
$1.78B
$1.7M 0.32%
43,291
-29,975
ALKS icon
106
Alkermes
ALKS
$4.63B
$1.67M 0.32%
55,615
-11,304
KYMR icon
107
Kymera Therapeutics
KYMR
$6.74B
$1.64M 0.31%
28,910
-5,887
VRDN icon
108
Viridian Therapeutics
VRDN
$3.14B
$1.6M 0.3%
74,113
-15,051
ANAB icon
109
AnaptysBio
ANAB
$1.25B
$1.53M 0.29%
49,882
-10,212
EWTX icon
110
Edgewise Therapeutics
EWTX
$2.41B
$1.35M 0.26%
82,941
-16,907
NEXT icon
111
NextDecade
NEXT
$1.35B
$1.21M 0.23%
+177,730
AVBP icon
112
ArriVent BioPharma
AVBP
$954M
$1.1M 0.21%
59,454
-12,121
PM icon
113
Philip Morris
PM
$246B
$928K 0.18%
5,721
NVDA icon
114
NVIDIA
NVDA
$4.32T
$805K 0.15%
4,317
-1,022
INSM icon
115
Insmed
INSM
$42.8B
$799K 0.15%
5,551
+132
JPM icon
116
JPMorgan Chase
JPM
$859B
$720K 0.14%
2,283
-310
APGE icon
117
Apogee Therapeutics
APGE
$5.11B
$716K 0.14%
18,012
-3,620
JOYY
118
JOYY Inc
JOYY
$3.19B
$700K 0.13%
11,949
-937
LLY icon
119
Eli Lilly
LLY
$944B
$692K 0.13%
907
+514
MSFT icon
120
Microsoft
MSFT
$3.54T
$691K 0.13%
1,333
NEM icon
121
Newmont
NEM
$107B
$680K 0.13%
8,061
+1,724
ARGX icon
122
argenx
ARGX
$52.4B
$638K 0.12%
865
-4
AMZN icon
123
Amazon
AMZN
$2.38T
$636K 0.12%
2,895
-18
WMT icon
124
Walmart Inc. Common Stock
WMT
$920B
$629K 0.12%
6,106
EWBC icon
125
East-West Bancorp
EWBC
$15.7B
$597K 0.11%
5,612
-23
3 4
5
6 7