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
$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
PLD icon
151
Prologis
PLD
$118B
$271K 0.05%
2,581
RRC icon
152
Range Resources
RRC
$8.87B
$271K 0.05%
6,658
-115
NTNX icon
153
Nutanix
NTNX
$18.5B
$268K 0.05%
3,506
-59
EVR icon
154
Evercore
EVR
$12.4B
$268K 0.05%
992
-21
QCOM icon
155
Qualcomm
QCOM
$182B
$266K 0.05%
1,671
GOOGL icon
156
Alphabet (Google) Class A
GOOGL
$3.01T
$264K 0.05%
1,499
-1,072
JKHY icon
157
Jack Henry & Associates
JKHY
$11.4B
$258K 0.05%
1,431
-26
HWM icon
158
Howmet Aerospace
HWM
$78.7B
$256K 0.05%
+1,378
ABT icon
159
Abbott
ABT
$223B
$253K 0.05%
1,863
-807
TMUS icon
160
T-Mobile US
TMUS
$258B
$248K 0.05%
1,039
-12
MDU icon
161
MDU Resources
MDU
$3.95B
$242K 0.05%
+14,494
SN icon
162
SharkNinja
SN
$13.2B
$241K 0.05%
2,432
-41
BSX icon
163
Boston Scientific
BSX
$148B
$237K 0.05%
2,210
-694
HOOD icon
164
Robinhood
HOOD
$119B
$233K 0.05%
+2,485
INDA icon
165
iShares MSCI India ETF
INDA
$9.58B
$231K 0.04%
4,152
PDS
166
Precision Drilling
PDS
$727M
$227K 0.04%
4,800
PLNT icon
167
Planet Fitness
PLNT
$8.04B
$222K 0.04%
+2,038
ASND icon
168
Ascendis Pharma
ASND
$12.2B
$222K 0.04%
+1,285
MCK icon
169
McKesson
MCK
$97.4B
$221K 0.04%
301
-154
SF icon
170
Stifel
SF
$11.5B
$220K 0.04%
2,124
-32
CPT icon
171
Camden Property Trust
CPT
$11.1B
$220K 0.04%
1,953
-33
JEF icon
172
Jefferies Financial Group
JEF
$11.5B
$219K 0.04%
4,008
-66
CACI icon
173
CACI
CACI
$11.6B
$211K 0.04%
+443
EXE
174
Expand Energy Corp
EXE
$25.4B
$208K 0.04%
1,781
-28
MTZ icon
175
MasTec
MTZ
$16.2B
$208K 0.04%
+1,220
4 5 6
7
8