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
$517M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$6.12M
3
+$5.03M
4
MOD icon
Modine Manufacturing
MOD
+$4.77M
5
SPXC icon
SPX Corp
SPXC
+$4.73M

Top Sells

1
+$8.42M
2
+$8.41M
3
+$7.38M
4
WTFC icon
Wintrust Financial
WTFC
+$7.1M
5
HALO icon
Halozyme
HALO
+$6.17M

Sector Composition

1 Financials 20.97%
2 Technology 16.81%
3 Healthcare 15.05%
4 Industrials 14.97%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSTG icon
176
Pure Storage
PSTG
$29.9B
$204K 0.04%
+3,537
WEX icon
177
WEX
WEX
$5.24B
$201K 0.04%
1,369
-25
AIT icon
178
Applied Industrial Technologies
AIT
$9.42B
$201K 0.04%
863
-18,394
SLM icon
179
SLM Corp
SLM
$5.44B
– –
-64,408
WERN icon
180
Werner Enterprises
WERN
$1.69B
– –
-57,488
ASB icon
181
Associated Banc-Corp
ASB
$4.2B
– –
-81,775
ATI icon
182
ATI
ATI
$11.2B
– –
-60,853
BMY icon
183
Bristol-Myers Squibb
BMY
$88.7B
– –
-4,955
BPMC
184
DELISTED
Blueprint Medicines
BPMC
– –
-22,331
DECK icon
185
Deckers Outdoor
DECK
$14.9B
– –
-1,846
DRS icon
186
Leonardo DRS
DRS
$10.6B
– –
-255,965
EBAY icon
187
eBay
EBAY
$43.7B
– –
-27,740
FTAI icon
188
FTAI Aviation
FTAI
$18.1B
– –
-40,867
GNW icon
189
Genworth Financial
GNW
$3.56B
– –
-245,291
HALO icon
190
Halozyme
HALO
$7.77B
– –
-96,737
HIG icon
191
Hartford Financial Services
HIG
$34.8B
– –
-13,465
JHG icon
192
Janus Henderson
JHG
$6.54B
– –
-34,911
NSSC icon
193
Napco Security Technologies
NSSC
$1.56B
– –
-62,464
NVO icon
194
Novo Nordisk
NVO
$248B
– –
-2,916
PAA icon
195
Plains All American Pipeline
PAA
$11.4B
– –
-107,166
PCVX icon
196
Vaxcyte
PCVX
$5.57B
– –
-51,157
PKG icon
197
Packaging Corp of America
PKG
$18.5B
– –
-1,408
PRAX icon
198
Praxis Precision Medicines
PRAX
$3.69B
– –
-30,221
REGN icon
199
Regeneron Pharmaceuticals
REGN
$61.1B
– –
-327
4 5 6 7
8