MAP
Moody Aldrich Partners Portfolio holdings
AUM
$517M
This Quarter Return
-2.48%
1 Year Return
+38.15%
3 Year Return
+181.18%
5 Year Return
+335.56%
10 Year Return
–
AUM
$478M
AUM Growth
+$478M
(-12%)
Cap. Flow
-$27.2M
Cap. Flow
% of AUM
-5.69%
Top 10 Holdings %
Top 10 Hldgs %
20.12%
Holding
222
New
26
Increased
35
Reduced
96
Closed
54
Top Buys
| 1 |
Sprouts Farmers Market
SFM
|
$5.66M |
| 2 |
Protagonist Therapeutics
PTGX
|
$4.65M |
| 3 |
Applied Industrial Technologies
AIT
|
$4.34M |
| 4 |
Insmed
INSM
|
$4.08M |
| 5 |
Merus
MRUS
|
$3.34M |
Top Sells
| 1 |
SUM
Summit Materials, Inc. Class A Common Stock
SUM
|
$6.66M |
| 2 |
ITCI
Intra-Cellular Therapies Inc.
ITCI
|
$5.34M |
| 3 |
Modine Manufacturing
MOD
|
$4.74M |
| 4 |
Lazard
LAZ
|
$4.61M |
| 5 |
ECG
Everus Construction Group, Inc.
ECG
|
$4.36M |
Sector Composition
| 1 | Financials | 24.86% |
| 2 | Healthcare | 19.06% |
| 3 | Technology | 13.34% |
| 4 | Industrials | 13% |
| 5 | Consumer Discretionary | 7.42% |
