Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
YCM
Yousif Capital Management’s
Moelis & Co
MC
Stock Holding History
Yousif Capital Management’s Portfolio
MC Stock Details
MC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.16M
Sell
20,292
-410
-2%
-$26.7K
0.01%
972
2025
Q4
$1.55M
Sell
20,702
-3,033
-13%
-$202K
0.02%
847
2025
Q3
$1.69M
Sell
23,735
-4,662
-16%
-$333K
0.02%
814
2025
Q2
$1.77M
Buy
28,397
+1,662
+6%
+$93.3K
0.02%
800
2025
Q1
$1.56M
Sell
26,735
-554
-2%
-$39.1K
0.02%
860
2024
Q4
$2.02M
Sell
27,289
-416
-2%
-$30.1K
0.02%
748
2024
Q3
$1.9M
Sell
27,705
-966
-3%
-$62.4K
0.02%
796
2024
Q2
$1.63M
Sell
28,671
-1,929
-6%
-$104K
0.02%
855
2024
Q1
$1.74M
Sell
30,600
-3,350
-10%
-$183K
0.02%
876
2023
Q4
$1.91M
Sell
33,950
-1
-0%
-$47
0.02%
847
2023
Q3
$1.53M
Sell
33,951
-2,165
-6%
-$102K
0.02%
893
2023
Q2
$1.64M
Buy
+36,116
New
+$1.44M
0.02%
882
Other funds holding MC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LCOV
London Company of Virginia
Richmond, Virginia
$16.2B AUM
17.5%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close