MAM
Moelis Asset Management Portfolio holdings
AUM
$5.32M
This Quarter Return
+7.05%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$5.94M
AUM Growth
+$3.64M
(+159%)
Cap. Flow
+$3.48M
Cap. Flow
% of AUM
58.62%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
1
Reduced
–
Closed
–
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$659B
| $5.94M | 100% |
14,500
+8,500
| +142% | +$3.48M |
|