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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 $555,936,203
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Evercore Inc.
 EVR 67,228 $11,499,350 2.06%
2.
Cohen & Steers Inc.
 CNS 135,849 $10,287,845 1.85%
3.
Terreno Realty Corp
 TRNO 163,541 $10,249,114 1.84%
4.
Wintrust Financial Corp
 WTFC 105,012 $9,739,863 1.75%
5.
Vaxcyte Inc.
 PCVX 147,927 $9,289,816 1.67%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)