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
$517M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$6.25M
2 +$6.12M
3 +$5.03M
4
MOD icon
Modine Manufacturing
MOD
+$4.77M
5
SPXC icon
SPX Corp
SPXC
+$4.73M

Top Sells

1 +$8.42M
2 +$8.41M
3 +$7.38M
4
WTFC icon
Wintrust Financial
WTFC
+$7.1M
5
HALO icon
Halozyme
HALO
+$6.17M

Sector Composition

1 Financials 20.97%
2 Technology 16.81%
3 Healthcare 15.05%
4 Industrials 14.97%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRWD icon
126
CrowdStrike
CRWD
$131B
$489K 0.09%
961
ARGX icon
127
argenx
ARGX
$54.8B
$479K 0.09%
+869
ABBV icon
128
AbbVie
ABBV
$394B
$479K 0.09%
2,580
-523
TDY icon
129
Teledyne Technologies
TDY
$24.1B
$454K 0.09%
886
+171
CLH icon
130
Clean Harbors
CLH
$12.7B
$454K 0.09%
1,963
-32
BX icon
131
Blackstone
BX
$121B
$453K 0.09%
3,031
-557
LMT icon
132
Lockheed Martin
LMT
$108B
$396K 0.08%
855
APPF icon
133
AppFolio
APPF
$8.39B
$394K 0.08%
1,712
-27
KNSL icon
134
Kinsale Capital Group
KNSL
$8.65B
$386K 0.07%
798
+243
AAPL icon
135
Apple
AAPL
$4.1T
$377K 0.07%
1,837
IBM icon
136
IBM
IBM
$290B
$376K 0.07%
1,276
NEM icon
137
Newmont
NEM
$103B
$369K 0.07%
+6,337
ETN icon
138
Eaton
ETN
$133B
$353K 0.07%
989
BJ icon
139
BJs Wholesale Club
BJ
$11.8B
$345K 0.07%
3,203
+713
CRS icon
140
Carpenter Technology
CRS
$15B
$345K 0.07%
+1,249
IDA icon
141
Idacorp
IDA
$6.76B
$333K 0.06%
2,886
-47
BWXT icon
142
BWX Technologies
BWXT
$16.2B
$314K 0.06%
2,182
-34
LLY icon
143
Eli Lilly
LLY
$879B
$306K 0.06%
393
-115
TJX icon
144
TJX Companies
TJX
$171B
$305K 0.06%
2,467
ANET icon
145
Arista Networks
ANET
$164B
$299K 0.06%
2,920
AMT icon
146
American Tower
AMT
$84.1B
$297K 0.06%
1,343
PNC icon
147
PNC Financial Services
PNC
$79.3B
$293K 0.06%
1,572
BR icon
148
Broadridge
BR
$26.3B
$285K 0.06%
1,171
-25
SFM icon
149
Sprouts Farmers Market
SFM
$8.11B
$274K 0.05%
1,663
-35,436
NFLX icon
150
Netflix
NFLX
$410B
$272K 0.05%
+2,030