MAP

Moody Aldrich Partners Portfolio holdings

AUM $555M
1-Year Est. Return 88.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+88.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$555M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$9.78M
2 +$6.09M
3 +$4.97M
4
TRV icon
Travelers Companies
TRV
+$4.62M
5
UBSI icon
United Bankshares
UBSI
+$4.52M

Top Sells

1 +$11.9M
2 +$6.41M
3 +$6.2M
4
ARW icon
Arrow Electronics
ARW
+$5.31M
5
MOD icon
Modine Manufacturing
MOD
+$5.17M

Sector Composition

1 Financials 23.66%
2 Healthcare 19.67%
3 Industrials 13.06%
4 Technology 10.49%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ANET icon
151
Arista Networks
ANET
$210B
$360K 0.06%
2,930
+1,006
BWXT icon
152
BWX Technologies
BWXT
$20.9B
$355K 0.06%
1,738
-431
MOMO
153
Hello Group
MOMO
$974M
$347K 0.06%
+60,299
NFLX icon
154
Netflix
NFLX
$399B
$320K 0.06%
+3,331
AMAT icon
155
Applied Materials
AMAT
$311B
$313K 0.06%
916
-813
HWM icon
156
Howmet Aerospace
HWM
$102B
$309K 0.06%
1,339
-31
JCI icon
157
Johnson Controls International
JCI
$86.3B
$308K 0.06%
2,350
-17
PAX icon
158
Patria Investments
PAX
$2.12B
$305K 0.06%
+24,194
GOOGL icon
159
Alphabet (Google) Class A
GOOGL
$4.08T
$304K 0.05%
1,057
+183
CLH icon
160
Clean Harbors
CLH
$16.2B
$303K 0.05%
1,057
-262
AIT icon
161
Applied Industrial Technologies
AIT
$11B
$301K 0.05%
1,136
+279
CPT icon
162
Camden Property Trust
CPT
$11B
$300K 0.05%
3,075
-68
CRWD icon
163
CrowdStrike
CRWD
$110B
$300K 0.05%
769
-6
RBC icon
164
RBC Bearings
RBC
$18.9B
$294K 0.05%
+542
MCK icon
165
McKesson
MCK
$105B
$294K 0.05%
340
+7
COHR icon
166
Coherent
COHR
$65.2B
$293K 0.05%
+1,228
MDU icon
167
MDU Resources
MDU
$4.47B
$292K 0.05%
14,084
-315
EVR icon
168
Evercore
EVR
$14.2B
$288K 0.05%
965
-22
ASND icon
169
Ascendis Pharma
ASND
$15.1B
$286K 0.05%
1,249
-27
FINV
170
FinVolution Group
FINV
$1.16B
$279K 0.05%
58,336
SPOT icon
171
Spotify
SPOT
$111B
$279K 0.05%
+575
MKSI icon
172
MKS Inc
MKSI
$18.8B
$269K 0.05%
+1,169
LECO icon
173
Lincoln Electric
LECO
$14.2B
$265K 0.05%
+1,062
ABVX
174
Abivax
ABVX
$9.12B
$251K 0.05%
2,258
-821
SN icon
175
SharkNinja
SN
$17.2B
$250K 0.05%
2,363
-54