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
$536M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$5.4M
3
+$5.22M
4
HUT
Hut 8
HUT
+$4.78M
5
OZK icon
Bank OZK
OZK
+$3.92M

Top Sells

1
+$7.2M
2
+$6.18M
3
+$5.11M
4
CORZ icon
Core Scientific
CORZ
+$4.49M
5
AEIS icon
Advanced Energy
AEIS
+$3.93M

Sector Composition

1 Healthcare 22.21%
2 Financials 21.41%
3 Industrials 13.75%
4 Technology 11.04%
5 Consumer Discretionary 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLH icon
151
Clean Harbors
CLH
$16.5B
$309K 0.06%
1,319
-4
FINV
152
FinVolution Group
FINV
$1.17B
$305K 0.06%
58,336
CIEN icon
153
Ciena
CIEN
$72.9B
$301K 0.06%
1,287
-644
BX icon
154
Blackstone
BX
$95B
$295K 0.06%
1,912
BJ icon
155
BJs Wholesale Club
BJ
$12.6B
$287K 0.05%
3,183
-7
JCI icon
156
Johnson Controls International
JCI
$86.7B
$283K 0.05%
2,367
MDU icon
157
MDU Resources
MDU
$4.49B
$281K 0.05%
14,399
-37
HWM icon
158
Howmet Aerospace
HWM
$98.6B
$281K 0.05%
1,370
-3
HOOD icon
159
Robinhood
HOOD
$75.2B
$279K 0.05%
2,467
-9
AME icon
160
Ametek
AME
$53.8B
$276K 0.05%
1,344
GOOGL icon
161
Alphabet (Google) Class A
GOOGL
$4.1T
$274K 0.05%
874
MCK icon
162
McKesson
MCK
$102B
$273K 0.05%
333
-20
ASND icon
163
Ascendis Pharma A/S Ordinary Share
ASND
$13.9B
$272K 0.05%
1,276
-4
SN icon
164
SharkNinja
SN
$16.2B
$270K 0.05%
2,417
-6
NTRA icon
165
Natera
NTRA
$28.5B
$269K 0.05%
+1,174
FIX icon
166
Comfort Systems
FIX
$62.4B
$265K 0.05%
284
SF icon
167
Stifel
SF
$11.9B
$264K 0.05%
3,165
-9
MTZ icon
168
MasTec
MTZ
$30.2B
$263K 0.05%
1,212
-3
JKHY icon
169
Jack Henry & Associates
JKHY
$10.9B
$259K 0.05%
1,422
-3
APPF icon
170
AppFolio
APPF
$5.48B
$252K 0.05%
1,085
-621
ANET icon
171
Arista Networks
ANET
$217B
$252K 0.05%
1,924
CAT icon
172
Caterpillar
CAT
$389B
$249K 0.05%
435
P
173
Everpure Inc
P
$23.1B
$235K 0.04%
3,514
-9
CELH icon
174
Celsius Holdings
CELH
$8.72B
$235K 0.04%
5,139
+1,299
CACI icon
175
CACI
CACI
$11.6B
$235K 0.04%
441
-1
5 6
7
8 9