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
$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
101
$1.55M 0.32%
+83,224
102
$1.52M 0.32%
40,502
+9,902
103
$1.48M 0.31%
14,059
104
$1.44M 0.3%
62,464
-16,918
105
$1.37M 0.29%
157,316
106
$1.35M 0.28%
+74,372
107
$1.26M 0.26%
34,911
-23,917
108
$1.14M 0.24%
30,221
-456
109
$961K 0.2%
+142,854
110
$906K 0.19%
5,709
+2,790
111
$880K 0.18%
27,366
-420
112
$780K 0.16%
57,841
-847
113
$722K 0.15%
74,927
-13,428
114
$702K 0.15%
+98,570
115
$652K 0.14%
+29,559
116
$650K 0.14%
3,103
+103
117
$636K 0.13%
2,593
+233
118
$585K 0.12%
13,940
+4,769
119
$579K 0.12%
5,339
-58
120
$554K 0.12%
2,913
-60
121
$536K 0.11%
+6,106
122
$514K 0.11%
5,727
-2,237
123
$502K 0.11%
3,588
+431
124
$500K 0.1%
1,333
-446
125
$420K 0.09%
508
-5
3 4
5
6 7