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
$527M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$4.65M
3
+$4.59M
4
CYTK icon
Cytokinetics
CYTK
+$4.53M
5
BE icon
Bloom Energy
BE
+$3.93M

Top Sells

1
+$8.21M
2
+$7.84M
3
+$5.8M
4
VRNA
Verona Pharma
VRNA
+$4.66M
5
COOP
Mr. Cooper
COOP
+$4.06M

Sector Composition

1 Financials 19.09%
2 Healthcare 15.75%
3 Technology 15.58%
4 Industrials 14.43%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIEN icon
151
Ciena
CIEN
$29.6B
$281K 0.05%
+1,931
ANET icon
152
Arista Networks
ANET
$159B
$280K 0.05%
1,924
-996
BR icon
153
Broadridge
BR
$26.6B
$278K 0.05%
1,166
-5
MCK icon
154
McKesson
MCK
$100B
$273K 0.05%
353
+52
HWM icon
155
Howmet Aerospace
HWM
$78.6B
$269K 0.05%
1,373
-5
JCI icon
156
Johnson Controls International
JCI
$72.6B
$260K 0.05%
+2,367
NTNX icon
157
Nutanix
NTNX
$13.1B
$260K 0.05%
3,492
-14
MTZ icon
158
MasTec
MTZ
$17.2B
$259K 0.05%
1,215
-5
MDU icon
159
MDU Resources
MDU
$3.99B
$257K 0.05%
14,436
-58
EFXT
160
Enerflex
EFXT
$1.91B
$255K 0.05%
+23,600
ASND icon
161
Ascendis Pharma
ASND
$13B
$254K 0.05%
1,280
-5
AME icon
162
Ametek
AME
$46.5B
$253K 0.05%
+1,344
DKS icon
163
Dick's Sporting Goods
DKS
$18.9B
$252K 0.05%
+1,134
SN icon
164
SharkNinja
SN
$16.1B
$250K 0.05%
2,423
-9
RRC icon
165
Range Resources
RRC
$8.16B
$250K 0.05%
6,632
-26
TMUS icon
166
T-Mobile US
TMUS
$221B
$249K 0.05%
1,039
NFLX icon
167
Netflix
NFLX
$401B
$246K 0.05%
2,050
+20
SF icon
168
Stifel
SF
$13B
$240K 0.05%
2,116
-8
CRBG icon
169
Corebridge Financial
CRBG
$16.1B
$238K 0.05%
+7,428
HHH icon
170
Howard Hughes
HHH
$4.96B
$235K 0.04%
+2,860
HLI icon
171
Houlihan Lokey
HLI
$12.4B
$235K 0.04%
+1,144
FIX icon
172
Comfort Systems
FIX
$34.2B
$234K 0.04%
+284
DRS icon
173
Leonardo DRS
DRS
$8.81B
$225K 0.04%
+4,958
AIT icon
174
Applied Industrial Technologies
AIT
$9.75B
$224K 0.04%
859
-4
CELH icon
175
Celsius Holdings
CELH
$11.1B
$221K 0.04%
+3,840
5 6
7
8 9