MAP

Moody Aldrich Partners Portfolio holdings

AUM $527M
1-Year Est. Return 46.7%
This Quarter Est. Return
1 Year Est. Return
+46.7%
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
1
$12.2M 2.55%
108,466
-3,185
2
$10.1M 2.12%
378,420
-8,004
3
$9.95M 2.08%
136,355
-2,054
4
$9.66M 2.02%
70,491
+8,169
5
$9.66M 2.02%
182,584
+32,077
6
$9.2M 1.93%
128,173
-2,698
7
$9.17M 1.92%
76,698
-1,169
8
$9.13M 1.91%
145,666
-4,376
9
$8.57M 1.8%
282,433
-4,230
10
$8.42M 1.76%
255,965
-3,855
11
$8.28M 1.73%
332,054
-4,979
12
$7.91M 1.66%
163,483
+96,068
13
$7.66M 1.6%
200,935
-109,816
14
$7.48M 1.57%
82,913
-2,709
15
$7.37M 1.54%
165,327
-5,215
16
$7.27M 1.52%
62,339
+17,201
17
$6.79M 1.42%
89,020
+53,542
18
$6.43M 1.35%
111,482
-3,299
19
$6.17M 1.29%
96,737
-10,878
20
$6.13M 1.28%
96,603
+1,661
21
$6.03M 1.26%
266,857
-7,317
22
$6M 1.26%
67,880
+21,983
23
$5.93M 1.24%
30,512
-1,878
24
$5.73M 1.2%
23,151
-361
25
$5.66M 1.19%
+37,099
1
2 3 4 5