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Home > Institutional Investor > Moody Aldrich Partners Llc > Profile

Instuitional Investor - Moody Aldrich Partners Llc

Fund Profile
Filing Period:
Fund Name: Moody Aldrich Partners Llc
Portfolio Value $539,808,711
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wintrust Financial Corp
 WTFC 111,651 $13,923,996 2.57%
2.
Virtu Financial Inc.
 VIRT 310,751 $11,087,596 2.05%
3.
Clearwater Analytics Holdings Inc.
 CWAN 386,424 $10,634,388 1.97%
4.
Pathward Financial Inc.
 CASH 138,409 $10,184,134 1.88%
5.
Cadence Bank
 286,663 $9,875,540 1.82%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)