MAP

Moody Aldrich Partners Portfolio holdings

AUM $555M
1-Year Est. Return 88.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+88.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$3.85M
3
+$3.76M
4
OVV icon
Ovintiv
OVV
+$3.46M
5
CYTK icon
Cytokinetics
CYTK
+$3.4M

Top Sells

1
+$8.21M
2
+$7.84M
3
+$5.8M
4
VRNA
Verona Pharma
VRNA
+$4.66M
5
SRAD icon
Sportradar
SRAD
+$4.34M

Sector Composition

1 Financials 19.09%
2 Healthcare 15.75%
3 Technology 15.58%
4 Industrials 14.43%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 2.08%
291,393
+13,233
2
$10.5M 2%
152,377
+8,910
3
$9.5M 1.8%
143,060
-27,510
4
$9.46M 1.8%
103,580
+11,540
5
$8.44M 1.6%
97,264
-3,720
6
$8.26M 1.57%
111,573
-22,734
7
$7.51M 1.42%
52,800
+4,400
8
$7.41M 1.41%
294,453
-17,292
9
$7.2M 1.37%
76,444
-15,565
10
$7.17M 1.36%
399,706
-36,651
11
$7.12M 1.35%
373,925
-70,177
12
$6.99M 1.33%
271,719
-55,318
13
$6.77M 1.29%
120,862
+55,360
14
$6.53M 1.24%
175,453
-1,414
15
$6.46M 1.23%
38,867
-7,873
16
$6.25M 1.19%
33,475
+5,290
17
$6.25M 1.19%
51,476
-9,934
18
$6.18M 1.17%
342,713
-68,239
19
$6.14M 1.17%
78,395
-15,533
20
$6.1M 1.16%
106,162
-29,910
21
$6.07M 1.15%
84,062
-39,927
22
$6M 1.14%
136,399
-26,415
23
$5.94M 1.13%
34,927
-18,428
24
$5.91M 1.12%
23,712
-2,533
25
$5.83M 1.11%
48,170
+22,906
1
2 3 4 5