MAP

Moody Aldrich Partners Portfolio holdings

AUM $517M
1-Year Est. Return 38.15%
This Quarter Est. Return
1 Year Est. Return
+38.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$550M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$4.81M
3
+$4.72M
4
LNTH icon
Lantheus
LNTH
+$4.21M
5
EWTX icon
Edgewise Therapeutics
EWTX
+$4.03M

Top Sells

1
+$7.63M
2
+$6.6M
3
+$5.85M
4
FTAI icon
FTAI Aviation
FTAI
+$5.42M
5
PCVX icon
Vaxcyte
PCVX
+$5.27M

Sector Composition

1 Financials 19.47%
2 Healthcare 18.95%
3 Industrials 14.78%
4 Technology 12.43%
5 Consumer Discretionary 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 2.27%
114,847
-1,171
2
$9.93M 1.81%
134,573
+17,227
3
$9.74M 1.77%
145,563
-2,782
4
$9.39M 1.71%
294,932
+65,595
5
$8.39M 1.53%
175,157
+45,363
6
$8.22M 1.5%
314,999
+34,098
7
$8.21M 1.49%
117,926
+13,427
8
$8.19M 1.49%
124,117
+29,876
9
$7.9M 1.44%
133,538
+38,014
10
$7.79M 1.42%
255,649
-16,424
11
$7.67M 1.39%
282,321
-5,373
12
$7.62M 1.39%
67,122
+32,207
13
$7.59M 1.38%
39,094
-689
14
$7.56M 1.37%
267,805
-5,260
15
$7.56M 1.37%
309,433
+40,747
16
$7.55M 1.37%
45,263
-892
17
$7.4M 1.35%
124,025
-2,252
18
$7.39M 1.34%
80,169
-1,594
19
$7.37M 1.34%
+291,970
20
$7.27M 1.32%
252,752
-43,193
21
$7.19M 1.31%
75,233
+9,907
22
$7.13M 1.3%
106,741
+27,617
23
$7.11M 1.29%
139,130
-11,053
24
$7M 1.27%
216,354
+46,250
25
$6.87M 1.25%
24,202
+3,124
1
2 3 4 5