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
$478M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.65M
3
+$4.34M
4
INSM icon
Insmed
INSM
+$4.08M
5
MRUS icon
Merus
MRUS
+$3.34M

Top Sells

1
+$6.66M
2
+$5.34M
3
+$4.74M
4
LAZ icon
Lazard
LAZ
+$4.61M
5
ECG
Everus Construction Group
ECG
+$4.36M

Sector Composition

1 Financials 24.86%
2 Healthcare 19.06%
3 Technology 13.34%
4 Industrials 13%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANAB icon
101
AnaptysBio
ANAB
$954M
$1.55M 0.32%
+83,224
STNG icon
102
Scorpio Tankers
STNG
$2.9B
$1.52M 0.32%
40,502
+9,902
TOL icon
103
Toll Brothers
TOL
$13.3B
$1.48M 0.31%
14,059
NSSC icon
104
Napco Security Technologies
NSSC
$1.56B
$1.44M 0.3%
62,464
-16,918
VTRS icon
105
Viatris
VTRS
$12.1B
$1.37M 0.29%
157,316
DNTH icon
106
Dianthus Therapeutics
DNTH
$1.39B
$1.35M 0.28%
+74,372
JHG icon
107
Janus Henderson
JHG
$6.57B
$1.26M 0.26%
34,911
-23,917
PRAX icon
108
Praxis Precision Medicines
PRAX
$4B
$1.14M 0.24%
30,221
-456
AUR icon
109
Aurora
AUR
$9.69B
$961K 0.2%
+142,854
PM icon
110
Philip Morris
PM
$237B
$906K 0.19%
5,709
+2,790
SRRK icon
111
Scholar Rock
SRRK
$2.71B
$880K 0.18%
27,366
-420
VRDN icon
112
Viridian Therapeutics
VRDN
$1.96B
$780K 0.16%
57,841
-847
FINV
113
FinVolution Group
FINV
$1.7B
$722K 0.15%
74,927
-13,428
RIOT icon
114
Riot Platforms
RIOT
$7.64B
$702K 0.15%
+98,570
IONQ icon
115
IonQ
IONQ
$20.7B
$652K 0.14%
+29,559
ABBV icon
116
AbbVie
ABBV
$409B
$650K 0.14%
3,103
+103
JPM icon
117
JPMorgan Chase
JPM
$809B
$636K 0.13%
2,593
+233
JOYY
118
JOYY Inc
JOYY
$3.04B
$585K 0.12%
13,940
+4,769
NVDA icon
119
NVIDIA
NVDA
$4.41T
$579K 0.12%
5,339
-58
AMZN icon
120
Amazon
AMZN
$2.37T
$554K 0.12%
2,913
-60
WMT icon
121
Walmart
WMT
$847B
$536K 0.11%
+6,106
EWBC icon
122
East-West Bancorp
EWBC
$13.6B
$514K 0.11%
5,727
-2,237
BX icon
123
Blackstone
BX
$126B
$502K 0.11%
3,588
+431
MSFT icon
124
Microsoft
MSFT
$3.85T
$500K 0.1%
1,333
-446
LLY icon
125
Eli Lilly
LLY
$717B
$420K 0.09%
508
-5
3 4
5
6 7