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
126
$416K 0.09%
1,970
-771
127
$410K 0.09%
750
-4
128
$408K 0.09%
+1,837
129
$398K 0.08%
2,571
+84
130
$393K 0.08%
1,995
-781
131
$382K 0.08%
1,739
-676
132
$382K 0.08%
855
+278
133
$356K 0.07%
715
-275
134
$354K 0.07%
+2,670
135
$341K 0.07%
2,933
-1,156
136
$339K 0.07%
961
-7
137
$317K 0.07%
1,276
-862
138
$306K 0.06%
+455
139
$302K 0.06%
+4,955
140
$300K 0.06%
2,467
+790
141
$293K 0.06%
2,904
-443
142
$292K 0.06%
1,343
+19
143
$290K 0.06%
1,196
-456
144
$289K 0.06%
+2,581
145
$284K 0.06%
2,490
-967
146
$279K 0.06%
1,051
-284
147
$279K 0.06%
1,408
-12
148
$276K 0.06%
+1,572
149
$270K 0.06%
6,773
-2,648
150
$270K 0.06%
+555
4 5
6
7 8