MAP
Moody Aldrich Partners Portfolio holdings
AUM
$517M
This Quarter Return
+14.27%
1 Year Return
+38.15%
3 Year Return
+181.18%
5 Year Return
+335.56%
10 Year Return
–
AUM
$550M
AUM Growth
+$550M
(+7.2%)
Cap. Flow
-$11M
Cap. Flow
% of AUM
-2%
Top 10 Holdings %
Top 10 Hldgs %
16.41%
Holding
218
New
24
Increased
34
Reduced
114
Closed
26
Top Buys
| 1 |
Clearwater Analytics
CWAN
|
$7.37M |
| 2 |
Frontdoor
FTDR
|
$4.81M |
| 3 |
Avista
AVA
|
$4.72M |
| 4 |
Lantheus
LNTH
|
$4.21M |
| 5 |
Edgewise Therapeutics
EWTX
|
$4.03M |
Top Sells
| 1 |
Evercore
EVR
|
$7.63M |
| 2 |
Light & Wonder
LNW
|
$6.6M |
| 3 |
Scorpio Tankers
STNG
|
$5.85M |
| 4 |
FTAI Aviation
FTAI
|
$5.42M |
| 5 |
Vaxcyte
PCVX
|
$5.27M |
Sector Composition
| 1 | Financials | 19.47% |
| 2 | Healthcare | 18.95% |
| 3 | Industrials | 14.84% |
| 4 | Technology | 12.43% |
| 5 | Consumer Discretionary | 10.86% |
