Moody Aldrich Partners LLC has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $538 Million distributed in 215 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Scorpio Tankers Inc. with a value of $12.2M, Evercore Inc. with a value of $11.8M, Wintrust Financial Corp with a value of $10.7M, Terreno Realty Corp with a value of $10.6M, and Bwx Technologies, Inc. with a value of $9.85M.
Examining the 13F form we can see an increase of $20.4M in the current position value, from $517M to 538M.
Below you can find more details about Moody Aldrich Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$538 Million
Healthcare: $100 Million
Industrials: $75.2 Million
Technology: $73.8 Million
Financial Services: $71.6 Million
Consumer Cyclical: $70.8 Million
Energy: $43.5 Million
Consumer Defensive: $30.1 Million
Real Estate: $29.6 Million
Other: $42.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions