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
$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
ETN icon
151
Eaton
ETN
$145B
$269K 0.06%
989
JKHY icon
152
Jack Henry & Associates
JKHY
$11.4B
$266K 0.06%
1,457
-572
QCOM icon
153
Qualcomm
QCOM
$182B
$257K 0.05%
+1,671
NTNX icon
154
Nutanix
NTNX
$18.6B
$249K 0.05%
3,565
-1,397
CPT icon
155
Camden Property Trust
CPT
$11.1B
$243K 0.05%
1,986
-777
ANET icon
156
Arista Networks
ANET
$183B
$226K 0.05%
2,920
+120
PDS
157
Precision Drilling
PDS
$722M
$223K 0.05%
4,800
-2,600
WEX icon
158
WEX
WEX
$5.31B
$219K 0.05%
1,394
-530
BWXT icon
159
BWX Technologies
BWXT
$18.8B
$219K 0.05%
2,216
-3,171
JEF icon
160
Jefferies Financial Group
JEF
$11.4B
$218K 0.05%
4,074
-1,587
INDA icon
161
iShares MSCI India ETF
INDA
$9.58B
$214K 0.04%
4,152
REGN icon
162
Regeneron Pharmaceuticals
REGN
$61.4B
$207K 0.04%
+327
DECK icon
163
Deckers Outdoor
DECK
$15.3B
$206K 0.04%
1,846
-714
SN icon
164
SharkNinja
SN
$13.2B
$206K 0.04%
2,473
-3,653
SF icon
165
Stifel
SF
$11.5B
$203K 0.04%
2,156
-3,937
NVO icon
166
Novo Nordisk
NVO
$243B
$202K 0.04%
+2,916
EVR icon
167
Evercore
EVR
$12.4B
$202K 0.04%
1,013
-1,484
EXE
168
Expand Energy Corp
EXE
$25.3B
$201K 0.04%
1,809
-705
ACLX icon
169
Arcellx
ACLX
$4.75B
– –
-10,683
AMWD icon
170
American Woodmark
AMWD
$945M
– –
-33,239
ATR icon
171
AptarGroup
ATR
$8.6B
– –
-1,906
AVY icon
172
Avery Dennison
AVY
$12.8B
– –
-1,390
BAH icon
173
Booz Allen Hamilton
BAH
$12.4B
– –
-1,660
BBY icon
174
Best Buy
BBY
$17.4B
– –
-15,004
BLD icon
175
TopBuild
BLD
$12.6B
– –
-700
5 6
7
8 9