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
$517M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$6.12M
3
+$5.03M
4
MOD icon
Modine Manufacturing
MOD
+$4.77M
5
SPXC icon
SPX Corp
SPXC
+$4.73M

Top Sells

1
+$8.42M
2
+$8.41M
3
+$7.38M
4
WTFC icon
Wintrust Financial
WTFC
+$7.1M
5
HALO icon
Halozyme
HALO
+$6.17M

Sector Composition

1 Financials 20.97%
2 Technology 16.81%
3 Healthcare 15.05%
4 Industrials 14.97%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVBP icon
101
ArriVent BioPharma
AVBP
$811M
$1.56M 0.3%
+71,575
KYMR icon
102
Kymera Therapeutics
KYMR
$4.33B
$1.52M 0.29%
+34,797
NOMD icon
103
Nomad Foods
NOMD
$1.81B
$1.46M 0.28%
+85,935
TAP icon
104
Molson Coors Class B
TAP
$9.21B
$1.38M 0.27%
28,756
DNTH icon
105
Dianthus Therapeutics
DNTH
$1.43B
$1.36M 0.26%
73,266
-1,106
ANAB icon
106
AnaptysBio
ANAB
$987M
$1.33M 0.26%
60,094
-23,130
EWTX icon
107
Edgewise Therapeutics
EWTX
$1.62B
$1.31M 0.25%
99,848
-82,247
IONQ icon
108
IonQ
IONQ
$20.8B
$1.25M 0.24%
29,069
-490
VRDN icon
109
Viridian Therapeutics
VRDN
$1.97B
$1.25M 0.24%
89,164
+31,323
NKTR icon
110
Nektar Therapeutics
NKTR
$1.2B
$1.17M 0.23%
+45,412
PM icon
111
Philip Morris
PM
$246B
$1.04M 0.2%
5,721
+12
APGE icon
112
Apogee Therapeutics
APGE
$3.85B
$939K 0.18%
+21,632
NVDA icon
113
NVIDIA
NVDA
$4.45T
$844K 0.16%
5,339
JPM icon
114
JPMorgan Chase
JPM
$823B
$752K 0.15%
2,593
AUR icon
115
Aurora
AUR
$9.82B
$737K 0.14%
140,716
-2,138
MSFT icon
116
Microsoft
MSFT
$3.84T
$663K 0.13%
1,333
JOYY
117
JOYY Inc
JOYY
$3.03B
$656K 0.13%
12,886
-1,054
AMZN icon
118
Amazon
AMZN
$2.31T
$639K 0.12%
2,913
ALT icon
119
Altimmune
ALT
$353M
$610K 0.12%
+157,614
WMT icon
120
Walmart
WMT
$853B
$597K 0.12%
6,106
EWBC icon
121
East-West Bancorp
EWBC
$13.6B
$569K 0.11%
5,635
-92
FINV
122
FinVolution Group
FINV
$1.65B
$553K 0.11%
58,336
-16,591
INSM icon
123
Insmed
INSM
$35.5B
$545K 0.11%
5,419
-83,601
GS icon
124
Goldman Sachs
GS
$236B
$531K 0.1%
750
HEI.A icon
125
HEICO Corp Class A
HEI.A
$34.1B
$501K 0.1%
1,937
-33
3 4
5
6 7