MAP
Moody Aldrich Partners Portfolio holdings
AUM
$527M
1-Year Est. Return
46.7%
1 Year Est. Return
+46.7%
AUM
$527M
AUM Growth
+$10.6M
(+2%)
Holding
209
Top Buys
| 1 | +$5.77M | |
| 2 | +$4.65M | |
| 3 | +$4.59M | |
| 4 |
Cytokinetics
CYTK
|
+$4.53M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Palomar
PLMR
$3.13B
| – | – |
-53,211
|
|
||
202
Qualcomm
QCOM
$187B
| – | – |
-1,671
|
|
||
203
Replimune Group
REPL
$810M
| – | – |
-194,451
|
|
||
204
Sprouts Farmers Market
SFM
$8.29B
| – | – |
-1,663
|
|
||
205
Skyward Specialty Insurance
SKWD
$1.83B
| – | – |
-135,635
|
|
||
206
Valero Energy
VLO
$54B
| – | – |
-13,818
|
|
||
|
VRNA
207
DELISTED
Verona Pharma
VRNA
| – | – |
-49,302
|
|
||
208
Cactus
WHD
$3.16B
| – | – |
-72,636
|
|
||
|
EXE
209
Expand Energy Corp
EXE
$29.3B
| – | – |
-1,781
|
|