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
$478M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1 +$5.66M
2 +$4.65M
3 +$4.34M
4
INSM icon
Insmed
INSM
+$4.08M
5
MRUS icon
Merus
MRUS
+$3.34M

Top Sells

1 +$6.66M
2 +$5.34M
3 +$4.74M
4
LAZ icon
Lazard
LAZ
+$4.61M
5
ECG
Everus Construction Group
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WTFC icon
1
Wintrust Financial
WTFC
$8.47B
$12.2M 2.55%
108,466
-3,185
CWAN icon
2
Clearwater Analytics
CWAN
$5.54B
$10.1M 2.12%
378,420
-8,004
CASH icon
3
Pathward Financial
CASH
$1.64B
$9.95M 2.08%
136,355
-2,054
PLMR icon
4
Palomar
PLMR
$3.08B
$9.66M 2.02%
70,491
+8,169
SKWD icon
5
Skyward Specialty Insurance
SKWD
$1.88B
$9.66M 2.02%
182,584
+32,077
SWX icon
6
Southwest Gas
SWX
$5.71B
$9.2M 1.93%
128,173
-2,698
COOP
7
DELISTED
Mr. Cooper
COOP
$9.17M 1.92%
76,698
-1,169
INDB icon
8
Independent Bank
INDB
$3.42B
$9.13M 1.91%
145,666
-4,376
CADE icon
9
Cadence Bank
CADE
$6.9B
$8.57M 1.8%
282,433
-4,230
DRS icon
10
Leonardo DRS
DRS
$10.6B
$8.42M 1.76%
255,965
-3,855
COLB icon
11
Columbia Banking Systems
COLB
$7.59B
$8.28M 1.73%
332,054
-4,979
PTGX icon
12
Protagonist Therapeutics
PTGX
$4.77B
$7.91M 1.66%
163,483
+96,068
VIRT icon
13
Virtu Financial
VIRT
$2.79B
$7.66M 1.6%
200,935
-109,816
KNF icon
14
Knife River
KNF
$3.67B
$7.48M 1.57%
82,913
-2,709
POR icon
15
Portland General Electric
POR
$4.93B
$7.37M 1.54%
165,327
-5,215
AXSM icon
16
Axsome Therapeutics
AXSM
$6.57B
$7.27M 1.52%
62,339
+17,201
INSM icon
17
Insmed
INSM
$35.5B
$6.79M 1.42%
89,020
+53,542
SLG icon
18
SL Green Realty
SLG
$3.67B
$6.43M 1.35%
111,482
-3,299
HALO icon
19
Halozyme
HALO
$7.77B
$6.17M 1.29%
96,737
-10,878
VRNA
20
DELISTED
Verona Pharma
VRNA
$6.13M 1.28%
96,603
+1,661
ESI icon
21
Element Solutions
ESI
$6.29B
$6.03M 1.26%
266,857
-7,317
HQY icon
22
HealthEquity
HQY
$8.02B
$6M 1.26%
67,880
+21,983
OSIS icon
23
OSI Systems
OSIS
$4.28B
$5.93M 1.24%
30,512
-1,878
PIPR icon
24
Piper Sandler
PIPR
$5.86B
$5.73M 1.2%
23,151
-361
SFM icon
25
Sprouts Farmers Market
SFM
$10.8B
$5.66M 1.19%
+37,099