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Moody Aldrich Partners Portfolio holdings

AUM $557M
1-Year Est. Return 122.79%
This Fund
S&P 500
This Quarter Est. Return
+6.93%
1 Year Est. Return
+122.79%
3 Year Est. Return
+335.86%
5 Year Est. Return
+437.05%
10 Year Est. Return
+2,951.39%
AUM
$540M
AUM Growth
-$9.94M
Cap. Flow
-$22.6M
Cap. Flow %
-4.18%
Top 10 Hldgs %
18.67%
Holding
222
New
30
Increased
25
Reduced
119
Closed
26

Top Buys

Rank Stock Value
1
CORZ icon
Core Scientific
CORZ
+$5.1M
2
LMB icon
Limbach Holdings
LMB
+$4.56M
3
ECG
Everus Construction Group
ECG
+$4.17M
4
BOOT icon
Boot Barn
BOOT
+$4.12M
5
MYRG icon
MYR Group
MYRG
+$3.72M

Top Sells

Rank Stock Value
1
ICFI icon
ICF International
ICFI
+$7.55M
2
ALTR
Altair Engineering Inc
ALTR
+$7.19M
3
CRDO icon
Credo Technology Group
CRDO
+$7.09M
4
VRNA
Verona Pharma
VRNA
+$5.92M
5
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$4.87M

Sector Composition

Rank Sector Weight
1 Financials 23.65%
2 Healthcare 14.74%
3 Industrials 14.55%
4 Technology 12.45%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVY icon
176
Avery Dennison
AVY
$13.4B
$260K 0.05%
1,390
-4
-0.3% -$816
ELF icon
177
e.l.f. Beauty
ELF
$5.81B
$256K 0.05%
+2,037
New +$244K
ESTC icon
178
Elastic
ESTC
$7.81B
$255K 0.05%
+2,570
New +$238K
EXE
179
Expand Energy Corp
EXE
$21.5B
$250K 0.05%
+2,514
New +$232K
GXO icon
180
GXO Logistics
GXO
$5.55B
$248K 0.05%
5,693
-23
-0.4% -$1.27K
AMT icon
181
American Tower
AMT
$80.4B
$243K 0.05%
1,324
-42
-3% -$8.7K
POOL icon
182
Pool Corp
POOL
$7.5B
$235K 0.04%
689
-3
-0.4% -$1.09K
JLL icon
183
Jones Lang LaSalle
JLL
$16.7B
$234K 0.04%
925
-3
-0.3% -$800
MTZ icon
184
MasTec
MTZ
$21.9B
$234K 0.04%
+1,718
New +$230K
CIEN icon
185
Ciena
CIEN
$58.4B
$233K 0.04%
+2,744
New +$197K
IJH icon
186
iShares Core S&P Mid-Cap ETF
IJH
$127B
$232K 0.04%
3,725
– –
GPK icon
187
Graphic Packaging
GPK
$3.58B
$227K 0.04%
8,348
-37
-0.4% -$1.07K
LAD icon
188
Lithia Motors
LAD
$8.26B
$223K 0.04%
+625
New +$220K
IJR icon
189
iShares Core S&P Small-Cap ETF
IJR
$112B
$219K 0.04%
1,900
– –
INDA icon
190
iShares MSCI India ETF
INDA
$6.63B
$219K 0.04%
4,152
– –
BLD
191
DELISTED
TopBuild
BLD
$218K 0.04%
700
-3
-0.4% -$1.1K
BAH icon
192
Booz Allen Hamilton
BAH
$9.15B
$214K 0.04%
1,660
+74
+5% +$11.5K
SPGI icon
193
S&P Global
SPGI
$120B
$211K 0.04%
423
– –
MA icon
194
Mastercard
MA
$493B
$210K 0.04%
399
-72
-15% -$37.3K
TJX icon
195
TJX Companies
TJX
$178B
$203K 0.04%
+1,677
New +$200K
MDU icon
196
MDU Resources
MDU
$4.32B
$199K 0.04%
11,068
-9,000
-45% -$158K
ACLS icon
197
Axcelis
ACLS
$4.33B
– –
-26,874
Closed -$2.82M
AFL icon
198
Aflac
AFL
$62.6B
– –
-21,509
Closed -$2.4M
AMKR icon
199
Amkor Technology
AMKR
$13.7B
– –
-6,737
Closed -$206K
AMPH icon
200
Amphastar Pharmaceuticals
AMPH
$916M
– –
-100,340
Closed -$4.87M
5 6 7
8
9

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Moody Aldrich Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Moody Aldrich Partners held 222 positions worth $540M, down 1.8% from $550M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Moody Aldrich Partners withdrew a net $22.6M in Q4 2024, closing 26 positions and reducing 119 holdings. Its most notable exit was ICF International, an estimated $7.55M position sold in full.

By sector, the portfolio is most concentrated in Financials at 24% of assets, up from 19% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Moody Aldrich Partners opened a new position in Core Scientific worth $4.85M.

  • Moody Aldrich Partners's largest Q4 2024 buy was Core Scientific: 345,389 shares worth $4.85M.
  • Moody Aldrich Partners added most to Boot Barn in Q4 2024, an estimated $4.12M increase.
  • Moody Aldrich Partners's biggest Q4 2024 reduction was Credo Technology Group, cutting an estimated $7.09M.
  • Moody Aldrich Partners fully exited ICF International in Q4 2024, selling an estimated $7.55M.
  • Moody Aldrich Partners's ten largest holdings make up 19% of its $540M portfolio in Q4 2024.
  • Moody Aldrich Partners opened 30 new positions and closed 26 in Q4 2024.
  • Moody Aldrich Partners's portfolio value fell 1.8% quarter-over-quarter to $540M.

Based on Moody Aldrich Partners's 13F filing for Q4 2024, filed 23 Jan 2025.