MAP

Moody Aldrich Partners Portfolio holdings

AUM $536M
1-Year Est. Return 66.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$536M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$5.4M
3
+$5.22M
4
HUT
Hut 8
HUT
+$4.78M
5
OZK icon
Bank OZK
OZK
+$3.92M

Top Sells

1
+$7.2M
2
+$6.18M
3
+$5.11M
4
CORZ icon
Core Scientific
CORZ
+$4.49M
5
AEIS icon
Advanced Energy
AEIS
+$3.93M

Sector Composition

1 Healthcare 22.21%
2 Financials 21.41%
3 Industrials 13.75%
4 Technology 11.04%
5 Consumer Discretionary 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PDS
126
Precision Drilling
PDS
$1.13B
$726K 0.14%
10,100
WMT icon
127
Walmart Inc
WMT
$1.02T
$680K 0.13%
6,106
AMZN icon
128
Amazon
AMZN
$2.33T
$664K 0.12%
2,875
-20
MSFT icon
129
Microsoft
MSFT
$3.03T
$645K 0.12%
1,333
EWBC icon
130
East-West Bancorp
EWBC
$15.3B
$629K 0.12%
5,597
-15
GS icon
131
Goldman Sachs
GS
$261B
$573K 0.11%
652
+9
AAPL icon
132
Apple
AAPL
$3.86T
$555K 0.1%
2,040
HAFN icon
133
Hafnia
HAFN
$3.92B
$550K 0.1%
+102,062
TRMD icon
134
TORM
TRMD
$3.12B
$544K 0.1%
27,269
IBM icon
135
IBM
IBM
$234B
$513K 0.1%
1,734
+1
HEI.A icon
136
HEICO Corp Class A
HEI.A
$34B
$486K 0.09%
1,924
-5
PLD icon
137
Prologis
PLD
$130B
$467K 0.09%
3,657
+431
TDY icon
138
Teledyne Technologies
TDY
$31.6B
$449K 0.08%
879
-3
AMAT icon
139
Applied Materials
AMAT
$284B
$444K 0.08%
1,729
ABBV icon
140
AbbVie
ABBV
$417B
$439K 0.08%
1,920
-34
ABVX
141
Abivax
ABVX
$9.18B
$415K 0.08%
3,079
+641
CRS icon
142
Carpenter Technology
CRS
$20.3B
$391K 0.07%
1,241
-3
TJX icon
143
TJX Companies
TJX
$179B
$379K 0.07%
2,467
BWXT icon
144
BWX Technologies
BWXT
$18.8B
$375K 0.07%
2,169
-6
IDA icon
145
Idacorp
IDA
$7.79B
$373K 0.07%
2,949
-7
EFXT
146
Enerflex
EFXT
$2.77B
$364K 0.07%
23,600
CRWD icon
147
CrowdStrike
CRWD
$102B
$363K 0.07%
775
CPT icon
148
Camden Property Trust
CPT
$11.2B
$346K 0.06%
3,143
+1,198
EVR icon
149
Evercore
EVR
$12.5B
$336K 0.06%
987
-2
ENB icon
150
Enbridge
ENB
$118B
$329K 0.06%
6,873
+1
4 5
6
7 8