MAP
Moody Aldrich Partners Portfolio holdings
AUM
$555M
1-Year Est. Return
88.36%
This Fund
S&P 500
1 Year Est. Return
+88.36%
AUM
$555M
AUM Growth
+$18.7M
(+3.5%)
Holding
214
Top Buys
| 1 | +$9.78M | |
| 2 | +$6.09M | |
| 3 | +$4.97M | |
| 4 |
Travelers Companies
TRV
|
+$4.62M |
| 5 |
United Bankshares
UBSI
|
+$4.52M |
Top Sells
| 1 | +$11.9M | |
| 2 | +$6.41M | |
| 3 | +$6.2M | |
| 4 |
Arrow Electronics
ARW
|
+$5.31M |
| 5 |
Modine Manufacturing
MOD
|
+$5.17M |
Sector Composition
| 1 | Financials | 23.66% |
| 2 | Healthcare | 19.67% |
| 3 | Industrials | 13.06% |
| 4 | Technology | 10.49% |
| 5 | Consumer Discretionary | 9.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
nCino
NCNO
$2.14B
| – | – |
-83,969
|
|
||
202
Limbach Holdings
LMB
$1.15B
| – | – |
-17,041
|
|
||
203
Kura Oncology
KURA
$868M
| – | – |
-179,728
|
|
||
204
Jones Lang LaSalle
JLL
$16.6B
| – | – |
-646
|
|
||
205
iShares Russell 2000 ETF
IWM
$77.8B
| – | – |
-10,533
|
|
||
206
Itron
ITRI
$4.33B
| – | – |
-31,961
|
|
||
207
Robinhood
HOOD
$82.2B
| – | – |
-2,467
|
|
||
208
Howard Hughes
HHH
$4.02B
| – | – |
-2,851
|
|
||
209
Genius Sports
GENI
$1.25B
| – | – |
-222,234
|
|
||
210
Celsius Holdings
CELH
$8.68B
| – | – |
-5,139
|
|
||
|
CADE
211
DELISTED
Cadence Bank
CADE
| – | – |
-277,915
|
|
||
212
Blackstone
BX
$100B
| – | – |
-1,912
|
|
||
|
213
Arrow Electronics
ARW
$8.99B
| – | – |
-48,170
|
|
||
214
AppFolio
APPF
$5.71B
| – | – |
-1,085
|
|