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🇺🇸 Moelis
Finance • Investment Banks Or Brokers
+1.33%
This Month
-9.9%
Year To Date
+18.31%
2 Years
+41.75%
5 Years
+127.1%
10 Years
+8.47%
Annualized

    Who owns Moelis?

    Top Holders

    Holder
    Value
    Profit
    0.26%
    -13.03%

    Holders Distribution

    Elite Pro
    Elite
    Champion
    Cadet
    With Copiers
    General Public
    Buy vs Sell Position
    0%
    0%
    Buy
    Sell

    Holding Stats

    Holdings Rank

    Most Held
    Sector
    Finance
    Rank
    Industry
    Investment Banks Or Brokers
    Rank

    Portfolio Averages

    Avg Size
    of portfolio value
    Avg Profit
    across portfolios
    Total Holders
    Holders with Copiers

    Holders Over Time

    With Copiers

    0%
    30d Trend
    +0.00%
    12M Trend
    +0.00%
    Maximum
    0%
    Minimum
    0%
    Average
    0%

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -55.82%
      Aug 2018Oct 202138
      -53.64%
      Nov 2021Nov 202436
      -38%
      Sep 2014Feb 201729
      -31.87%
      Feb 2025-10
      -8.84%
      Apr 2017Jun 20172
      -3.67%
      Aug 2017Sep 20171
      -2.82%
      Dec 2024Jan 20251
      -1.84%
      Feb 2018Apr 20182
      -1.01%
      Jun 2018Jul 20181
      -0.7%
      Oct 2017Nov 20171

      Monthly Performance