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
$478M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.65M
3
+$4.34M
4
INSM icon
Insmed
INSM
+$4.08M
5
MRUS icon
Merus
MRUS
+$3.34M

Top Sells

1
+$6.66M
2
+$5.34M
3
+$4.74M
4
LAZ icon
Lazard
LAZ
+$4.61M
5
ECG
Everus Construction Group
ECG
+$4.36M

Sector Composition

1 Financials 24.86%
2 Healthcare 19.06%
3 Technology 13.34%
4 Industrials 13%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$269K 0.06%
989
152
$266K 0.06%
1,457
-572
153
$257K 0.05%
+1,671
154
$249K 0.05%
3,565
-1,397
155
$243K 0.05%
1,986
-777
156
$226K 0.05%
2,920
+120
157
$223K 0.05%
4,800
-2,600
158
$219K 0.05%
1,394
-530
159
$219K 0.05%
2,216
-3,171
160
$218K 0.05%
4,074
-1,587
161
$214K 0.04%
4,152
162
$207K 0.04%
+327
163
$206K 0.04%
1,846
-714
164
$206K 0.04%
2,473
-3,653
165
$203K 0.04%
2,156
-3,937
166
$202K 0.04%
+2,916
167
$202K 0.04%
1,013
-1,484
168
$201K 0.04%
1,809
-705
169
– –
-10,683
170
– –
-33,239
171
– –
-1,906
172
– –
-1,390
173
– –
-1,660
174
– –
-15,004
175
– –
-700
5 6
7
8 9