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Moelis & Co shares owned by eCIO

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by eCIO from 13F filings

Historical chart of eCIO investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

All positions including Moelis & Co held by eCIO consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moelis & Co by eCIO

Quarter filed Position value Share count Share price at filing
2025-12-31 $33k 483 68.74
2025-03-31 $50k 852 58.36

More positions owned by eCIO

iShares Core U.S. Aggregate Bond ETF Agg (AGG)
Schwab U.S. Dividend Equity ETF SCHD (SCHD)
Schwab International Equity ETF SCHF (SCHF)
Vanguard Short-Term Bond Index Fund ETF Shares BSV (BSV)
Schwab U.S. Mid-Cap Index Fund SWMCX (SWMCX)
Vanguard Mortgage-Backed Securities Index Fund ETF Shares VMBS (VMBS)
iShares Core S&P Small-Cap ETF Ijr (IJR)
iShares MSCI USA ESG Select ETF Susa (SUSA)
Janus Henderson Aaa Clo Etf Jaaa (JAAA)
iShares ESG Aware U.S. Aggregate Bond ETF Eagg (EAGG)
Vanguard Instl Index Fd Vanguard 0 3 Month Treasury Bill Etf Vbil (VBIL)
iShares Core MSCI Emerging Markets ETF Iemg (IEMG)
Bondbloxx Etf Trust Bondbloxx Bloomberg Six Month Target Duration Us Treasry Etf XHLF (XHLF)
Bondbloxx Etf Trust Bondbloxx Bloomberg One Year Target Duration Us Treasry Etf Xone (XONE)
iShares ESG MSCI USA Small-Cap ETF Esml (ESML)

View all positions for eCIO

Top funds holding Moelis & Co

BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Daniel D. Thurber
London Company
Charles Schwab Investment Management
State Street Corporation
Ameriprise Financial
Geode Capital Management
Goldman Sachs Group
Timucuan Asset Management
HighTower Advisors
Madison Asset Management
Dimensional Fund Advisors
Natixis Asset Management Advisors

View all funds holding Moelis & Co