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
$555M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$6.09M
3
+$4.97M
4
TRV icon
Travelers Companies
TRV
+$4.62M
5
UBSI icon
United Bankshares
UBSI
+$4.52M

Top Sells

1
+$11.9M
2
+$6.41M
3
+$6.2M
4
ARW icon
Arrow Electronics
ARW
+$5.31M
5
MOD icon
Modine Manufacturing
MOD
+$5.17M

Sector Composition

1 Financials 23.66%
2 Healthcare 19.67%
3 Industrials 13.06%
4 Technology 10.49%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRDO icon
101
Credo Technology Group
CRDO
$32.2B
$2.39M 0.43%
25,449
-114
AVTX icon
102
Avalo Therapeutics
AVTX
$334M
$2.38M 0.43%
159,324
+26,093
CWST icon
103
Casella Waste Systems
CWST
$5.05B
$2.29M 0.41%
28,805
-25,253
ABG icon
104
Asbury Automotive
ABG
$4.1B
$2.19M 0.4%
11,227
+146
ANAB icon
105
AnaptysBio
ANAB
$1.46B
$2.19M 0.39%
39,455
-8,146
MTH icon
106
Meritage Homes
MTH
$4.63B
$2.14M 0.39%
34,650
-336
WERN icon
107
Werner Enterprises
WERN
$2.01B
$2.12M 0.38%
+72,140
VIAV icon
108
Viavi Solutions
VIAV
$10.3B
$2.05M 0.37%
+61,582
MDGL icon
109
Madrigal Pharmaceuticals
MDGL
$12.1B
$2M 0.36%
3,829
-47
WVE icon
110
Wave Life Sciences
WVE
$1.43B
$1.98M 0.36%
272,533
-1,892
VRDN icon
111
Viridian Therapeutics
VRDN
$1.5B
$1.86M 0.34%
95,235
-952
INOD icon
112
Innodata
INOD
$1.53B
$1.75M 0.32%
45,343
+617
UHS icon
113
Universal Health Services
UHS
$11B
$1.74M 0.31%
9,723
BOOT icon
114
Boot Barn
BOOT
$5.11B
$1.68M 0.3%
11,453
-148
SLNO icon
115
Soleno Therapeutics
SLNO
$2.72B
$1.62M 0.29%
48,261
+1,955
TOL icon
116
Toll Brothers
TOL
$13.9B
$1.32M 0.24%
9,658
-14,059
AVBP icon
117
ArriVent BioPharma
AVBP
$1.39B
$1.29M 0.23%
56,088
-571
PDS
118
Precision Drilling
PDS
$1.08B
$991K 0.18%
10,100
WMT icon
119
Walmart Inc
WMT
$1.02T
$818K 0.15%
6,582
+476
LLY icon
120
Eli Lilly
LLY
$822B
$784K 0.14%
852
-28
HAFN icon
121
Hafnia
HAFN
$4.15B
$781K 0.14%
102,062
TRMD icon
122
TORM
TRMD
$3.13B
$772K 0.14%
27,269
TJX icon
123
TJX Companies
TJX
$177B
$695K 0.13%
4,350
+1,883
JPM icon
124
JPMorgan Chase
JPM
$849B
$684K 0.12%
2,324
+51
NEM icon
125
Newmont
NEM
$124B
$664K 0.12%
6,134
-1,927
3 4
5
6 7