Smith Group Asset Management’s Moelis & Co MC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$269K Sell
5,725
-4,105
-42% -$193K 0.01% 154
2021
Q4
$614K Sell
9,830
-255
-3% -$15.9K 0.03% 127
2021
Q3
$624K Buy
+10,085
New +$624K 0.03% 118