Moody Aldrich Partners LLC Portfolio Holdings
Moody Aldrich Partners LLC
- $475 Million
- Q4 2024
Moody Aldrich Partners LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $475 Million distributed in 196 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wintrust Financial Corp with a value of $13.9M, Virtu Financial, Inc. with a value of $11.1M, Clearwater Analytics Holdings, Inc. with a value of $10.6M, Meta Financial Group Inc with a value of $10.2M, and Cadence Bank with a value of $9.88M.
Examining the 13F form we can see an decrease of $28.2M in the current position value, from $503M to 475M.
Below you can find more details about Moody Aldrich Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$475 Million
Financial Services: $112 Million
Healthcare: $72.6 Million
Technology: $62.1 Million
Industrials: $56.2 Million
Consumer Cyclical: $51.3 Million
Energy: $31.6 Million
Basic Materials: $22.6 Million
Utilities: $21.4 Million
Other: $45.3 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 196
- Current Value $475 Million
- Prior Value $503 Million
- Filing
- Period Q4 2024
- Filing Date January 22, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 31 stocks
- Additional Purchases 25 stocks
- Sold out of 0 stocks
- Reduced holdings in 119 stocks