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
CLH icon
151
Clean Harbors
CLH
$15.7B
$309K 0.06%
1,319
-4
FINV
152
FinVolution Group
FINV
$1.42B
$305K 0.06%
58,336
CIEN icon
153
Ciena
CIEN
$47.1B
$301K 0.06%
1,287
-644
BX icon
154
Blackstone
BX
$86.9B
$295K 0.06%
1,912
BJ icon
155
BJs Wholesale Club
BJ
$13B
$287K 0.05%
3,183
-7
JCI icon
156
Johnson Controls International
JCI
$89B
$283K 0.05%
2,367
MDU icon
157
MDU Resources
MDU
$4.26B
$281K 0.05%
14,399
-37
HWM icon
158
Howmet Aerospace
HWM
$106B
$281K 0.05%
1,370
-3
HOOD icon
159
Robinhood
HOOD
$68.5B
$279K 0.05%
2,467
-9
AME icon
160
Ametek
AME
$55.3B
$276K 0.05%
1,344
GOOGL icon
161
Alphabet (Google) Class A
GOOGL
$3.67T
$274K 0.05%
874
MCK icon
162
McKesson
MCK
$121B
$273K 0.05%
333
-20
ASND icon
163
Ascendis Pharma
ASND
$14.9B
$272K 0.05%
1,276
-4
SN icon
164
SharkNinja
SN
$17B
$270K 0.05%
2,417
-6
NTRA icon
165
Natera
NTRA
$27.9B
$269K 0.05%
+1,174
FIX icon
166
Comfort Systems
FIX
$48.9B
$265K 0.05%
284
SF icon
167
Stifel
SF
$11.7B
$264K 0.05%
2,110
-6
MTZ icon
168
MasTec
MTZ
$24B
$263K 0.05%
1,212
-3
JKHY icon
169
Jack Henry & Associates
JKHY
$11.8B
$259K 0.05%
1,422
-3
APPF icon
170
AppFolio
APPF
$6.5B
$252K 0.05%
1,085
-621
ANET icon
171
Arista Networks
ANET
$157B
$252K 0.05%
1,924
CAT icon
172
Caterpillar
CAT
$336B
$249K 0.05%
435
PSTG icon
173
Pure Storage
PSTG
$20.4B
$235K 0.04%
3,514
-9
CELH icon
174
Celsius Holdings
CELH
$12.1B
$235K 0.04%
5,139
+1,299
CACI icon
175
CACI
CACI
$13.8B
$235K 0.04%
441
-1
5 6
7
8 9