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
CACI icon
176
CACI
CACI
$12.4B
$220K 0.04%
442
-1
TECH icon
177
Bio-Techne
TECH
$8.95B
$220K 0.04%
+3,947
DUK icon
178
Duke Energy
DUK
$89.9B
$219K 0.04%
+1,772
INDA icon
179
iShares MSCI India ETF
INDA
$9.37B
$216K 0.04%
4,152
BSX icon
180
Boston Scientific
BSX
$138B
$216K 0.04%
2,210
WEX icon
181
WEX
WEX
$5.23B
$215K 0.04%
1,363
-6
GOOGL icon
182
Alphabet (Google) Class A
GOOGL
$3.7T
$213K 0.04%
874
-625
JKHY icon
183
Jack Henry & Associates
JKHY
$13.5B
$212K 0.04%
1,425
-6
PLNT icon
184
Planet Fitness
PLNT
$9.09B
$211K 0.04%
2,030
-8
ETN icon
185
Eaton
ETN
$128B
$210K 0.04%
560
-429
CPT icon
186
Camden Property Trust
CPT
$11.2B
$208K 0.04%
1,945
-8
CAT icon
187
Caterpillar
CAT
$276B
$208K 0.04%
+435
ABVX
188
Abivax
ABVX
$8.65B
$207K 0.04%
+2,438
ABT icon
189
Abbott
ABT
$221B
– –
-1,863
AIN icon
190
Albany International
AIN
$1.44B
– –
-49,979
ALT icon
191
Altimmune
ALT
$525M
– –
-157,614
AMT icon
192
American Tower
AMT
$83.9B
– –
-1,343
AUR icon
193
Aurora
AUR
$7.97B
– –
-140,716
COOP
194
DELISTED
Mr. Cooper
COOP
– –
-27,227
GTLS icon
195
Chart Industries
GTLS
$9.25B
– –
-35,228
JEF icon
196
Jefferies Financial Group
JEF
$12.6B
– –
-4,008
KNSL icon
197
Kinsale Capital Group
KNSL
$8.96B
– –
-798
LMT icon
198
Lockheed Martin
LMT
$110B
– –
-855
LNTH icon
199
Lantheus
LNTH
$4.32B
– –
-35,662
MLTX icon
200
MoonLake Immunotherapeutics
MLTX
$1.09B
– –
-54,416
5 6 7
8
9