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
$527M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$4.65M
3
+$4.59M
4
CYTK icon
Cytokinetics
CYTK
+$4.53M
5
BE icon
Bloom Energy
BE
+$3.93M

Top Sells

1
+$8.21M
2
+$7.84M
3
+$5.8M
4
VRNA
Verona Pharma
VRNA
+$4.66M
5
COOP
Mr. Cooper
COOP
+$4.06M

Sector Composition

1 Financials 19.09%
2 Healthcare 15.75%
3 Technology 15.58%
4 Industrials 14.43%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PDS
126
Precision Drilling
PDS
$904M
$569K 0.11%
10,100
+5,300
TRMD icon
127
TORM
TRMD
$2.08B
$561K 0.11%
+27,269
AAPL icon
128
Apple
AAPL
$4.11T
$519K 0.1%
2,040
+203
TDY icon
129
Teledyne Technologies
TDY
$24.3B
$517K 0.1%
882
-4
GS icon
130
Goldman Sachs
GS
$266B
$512K 0.1%
643
-107
HEI.A icon
131
HEICO Corp Class A
HEI.A
$33.7B
$490K 0.09%
1,929
-8
IBM icon
132
IBM
IBM
$289B
$489K 0.09%
1,733
+457
APPF icon
133
AppFolio
APPF
$8.31B
$470K 0.09%
1,706
-6
ABBV icon
134
AbbVie
ABBV
$395B
$453K 0.09%
1,954
-626
FINV
135
FinVolution Group
FINV
$1.33B
$430K 0.08%
58,336
BWXT icon
136
BWX Technologies
BWXT
$16B
$401K 0.08%
2,175
-7
IDA icon
137
Idacorp
IDA
$6.8B
$391K 0.07%
2,956
+70
CRWD icon
138
CrowdStrike
CRWD
$127B
$380K 0.07%
775
-186
PLD icon
139
Prologis
PLD
$121B
$370K 0.07%
3,226
+645
TJX icon
140
TJX Companies
TJX
$173B
$357K 0.07%
2,467
HOOD icon
141
Robinhood
HOOD
$107B
$355K 0.07%
2,476
-9
AMAT icon
142
Applied Materials
AMAT
$206B
$354K 0.07%
+1,729
ENB icon
143
Enbridge
ENB
$104B
$347K 0.07%
+6,872
EVR icon
144
Evercore
EVR
$13B
$334K 0.06%
989
-3
BX icon
145
Blackstone
BX
$117B
$327K 0.06%
1,912
-1,119
PNC icon
146
PNC Financial Services
PNC
$82.6B
$316K 0.06%
1,572
CLH icon
147
Clean Harbors
CLH
$12.9B
$307K 0.06%
1,323
-640
CRS icon
148
Carpenter Technology
CRS
$16B
$305K 0.06%
1,244
-5
BJ icon
149
BJs Wholesale Club
BJ
$12.2B
$297K 0.06%
3,190
-13
PSTG icon
150
Pure Storage
PSTG
$23.5B
$295K 0.06%
3,523
-14
4 5
6
7 8