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
$550M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$4.81M
3
+$4.72M
4
LNTH icon
Lantheus
LNTH
+$4.21M
5
EWTX icon
Edgewise Therapeutics
EWTX
+$4.03M

Top Sells

1
+$7.63M
2
+$6.6M
3
+$5.85M
4
FTAI icon
FTAI Aviation
FTAI
+$5.42M
5
PCVX icon
Vaxcyte
PCVX
+$5.27M

Sector Composition

1 Financials 19.47%
2 Healthcare 18.95%
3 Industrials 14.78%
4 Technology 12.43%
5 Consumer Discretionary 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.99M 0.36%
47,059
-3,596
102
$1.97M 0.36%
100,875
-2,042
103
$1.86M 0.34%
107,166
104
$1.83M 0.33%
157,316
105
$1.82M 0.33%
31,605
+7,224
106
$1.67M 0.3%
15,856
-176
107
$1.53M 0.28%
+30,571
108
$1.42M 0.26%
+50,259
109
$948K 0.17%
48,961
-918
110
$898K 0.16%
2,086
-900
111
$790K 0.14%
6,504
-2,241
112
$743K 0.14%
6,835
-6
113
$709K 0.13%
114,663
114
$690K 0.13%
6,880
-7
115
$676K 0.12%
3,630
-589
116
$674K 0.12%
2,788
-3
117
$662K 0.12%
8,000
-7
118
$635K 0.12%
2,508
-30,120
119
$575K 0.1%
6,120
-5
120
$574K 0.1%
2,908
-228
121
$571K 0.1%
645
-97
122
$571K 0.1%
2,426
-17,383
123
$561K 0.1%
2,753
-2
124
$560K 0.1%
5,150
-2,777
125
$557K 0.1%
2,641
-128
3 4
5
6 7