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
HEI.A icon
126
HEICO Corp Class A
HEI.A
$34.3B
$416K 0.09%
1,970
-771
GS icon
127
Goldman Sachs
GS
$234B
$410K 0.09%
750
-4
AAPL icon
128
Apple
AAPL
$3.9T
$408K 0.09%
+1,837
GOOGL icon
129
Alphabet (Google) Class A
GOOGL
$3.03T
$398K 0.08%
2,571
+84
CLH icon
130
Clean Harbors
CLH
$12.8B
$393K 0.08%
1,995
-781
APPF icon
131
AppFolio
APPF
$8.62B
$382K 0.08%
1,739
-676
LMT icon
132
Lockheed Martin
LMT
$114B
$382K 0.08%
855
+278
TDY icon
133
Teledyne Technologies
TDY
$26.9B
$356K 0.07%
715
-275
ABT icon
134
Abbott
ABT
$222B
$354K 0.07%
+2,670
IDA icon
135
Idacorp
IDA
$7.34B
$341K 0.07%
2,933
-1,156
CRWD icon
136
CrowdStrike
CRWD
$126B
$339K 0.07%
961
-7
IBM icon
137
IBM
IBM
$263B
$317K 0.07%
1,276
-862
MCK icon
138
McKesson
MCK
$97.9B
$306K 0.06%
+455
BMY icon
139
Bristol-Myers Squibb
BMY
$90.7B
$302K 0.06%
+4,955
TJX icon
140
TJX Companies
TJX
$160B
$300K 0.06%
2,467
+790
BSX icon
141
Boston Scientific
BSX
$148B
$293K 0.06%
2,904
-443
AMT icon
142
American Tower
AMT
$90.1B
$292K 0.06%
1,343
+19
BR icon
143
Broadridge
BR
$27.1B
$290K 0.06%
1,196
-456
PLD icon
144
Prologis
PLD
$117B
$289K 0.06%
+2,581
BJ icon
145
BJs Wholesale Club
BJ
$12.4B
$284K 0.06%
2,490
-967
TMUS icon
146
T-Mobile US
TMUS
$258B
$279K 0.06%
1,051
-284
PKG icon
147
Packaging Corp of America
PKG
$18.7B
$279K 0.06%
1,408
-12
PNC icon
148
PNC Financial Services
PNC
$71.4B
$276K 0.06%
+1,572
RRC icon
149
Range Resources
RRC
$8.76B
$270K 0.06%
6,773
-2,648
KNSL icon
150
Kinsale Capital Group
KNSL
$10.6B
$270K 0.06%
+555
4 5
6
7 8