Moelis & Co Holdings

Latest statistics and disclosures from Moelis Asset Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, and represent 100.00% of Moelis Asset Management's stock portfolio.
  • Reduced shares in these 1 stock: SPY.
  • Moelis Asset Management was a net seller of stock by $-1.1M.
  • Moelis Asset Management has $5.3M in assets under management (AUM), dropping by -10.44%.
  • Central Index Key (CIK): 0001512804

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Positions held by Moelis & Co Holdings consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Moelis Asset Management

Moelis Asset Management holds 1 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR S&P 500 TR Unit (SPY) 100.0 $5.3M -17% 12k 443.28
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Past Filings by Moelis Asset Management

SEC 13F filings are viewable for Moelis Asset Management going back to 2011