MAP
Moody Aldrich Partners Portfolio holdings
AUM
$517M
This Quarter Return
+10.15%
1 Year Return
+38.15%
3 Year Return
+181.18%
5 Year Return
+335.56%
10 Year Return
–
AUM
$718M
AUM Growth
+$718M
(-9%)
Cap. Flow
-$126M
Cap. Flow
% of AUM
-17.51%
Top 10 Holdings %
Top 10 Hldgs %
21.25%
Holding
177
New
9
Increased
26
Reduced
111
Closed
19
Top Buys
| 1 |
SWCH
Switch, Inc. Class A Common Stock
SWCH
|
$7.09M |
| 2 |
Howard Hughes
HHH
|
$5.03M |
| 3 |
Eastern Bankshares
EBC
|
$4.69M |
| 4 |
AZEK
The AZEK Co
AZEK
|
$3.94M |
| 5 |
EXE
Expand Energy Corporation Common Stock
EXE
|
$3.8M |
Top Sells
| 1 |
Zurn Elkay Water Solutions
ZWS
|
$9.21M |
| 2 |
CareDx
CDNA
|
$7.95M |
| 3 |
Silicon Laboratories
SLAB
|
$6.26M |
| 4 |
Walker & Dunlop
WD
|
$6.1M |
| 5 |
FOCS
Focus Financial Partners Inc. Class A
FOCS
|
$5.34M |
Sector Composition
| 1 | Financials | 21.82% |
| 2 | Technology | 18.76% |
| 3 | Industrials | 16.11% |
| 4 | Consumer Discretionary | 11.91% |
| 5 | Healthcare | 6.97% |