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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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 |
|
Past Filings by Moelis Asset Management
SEC 13F filings are viewable for Moelis Asset Management going back to 2011
- Moelis Asset Management 2023 Q2 filed Aug. 1, 2023
- Moelis Asset Management 2023 Q1 filed May 15, 2023
- Moelis Asset Management 2022 Q4 filed Feb. 14, 2023
- Moelis & Co Holdings 2011 Q2 filed Aug. 15, 2011