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MC NYSE

Moelis & Company
1W: +3.8% 1M: -3.8% 3M: -13.5% YTD: -20.7% 1Y: -20.4% 3Y: +50.6% 5Y: -0.2%
$55.88
+0.63 (+1.14%)
Pre-Market: $54.50 (-1.38, -2.46%)
Weekly Expected Move ±3.8%
$50 $52 $55 $57 $59
NYSE · Financial Services · Financial - Capital Markets · Tech Score Neutral · Power 46 · $4.1B mcap · 73M float · 1.27% daily turnover · Short 48% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview News Chart Smart Money Financials Income Statement Cash Flow Balance Sheet Earnings
Dividends Analysis Technicals Weather Peers ESG Institutions ETF Exposure Dark Pool Short Interest Supply Chain

ETF Exposure

182
ETFs Holding
Total ETF Value
3.60%
Max Weight
0.284%
Avg Weight

ETF Holdings by Value

ETFs Holding MC

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 SCHF
Schwab International Equity ETF
 0.3697% 1,334 13.9% 21.0 0.03%
2 IJR
iShares Core S&P Small-Cap ETF
 0.2300% 602 5.3% 35.1 0.02%
3 NIR
0.2200% 602 6.4% 20.3 0.02%
4 VTSAX
0.0059% 3,485 34.6% 62.4 0.01%
5 VITSX
0.0059% 3,485 34.6% 62.4 0.01%
6 VSMPX
0.0059% 3,485 34.6% 62.4 0.01%
7 VTI
Vanguard Morningstar Total Stock Market ETF
 0.0059% 3,485 34.6% 62.4 0.01%
8 SPDW
State Street SPDR Portfolio Developed World ex-US ETF
 0.3324% 2,363 12.1% 21.9 0.03%
9 SCHD
Schwab U.S. Dividend Equity ETF
 0.0963% 100 41.4% 24.7 0.03%
10 IWM
iShares Russell 2000 ETF
 0.1371% 1,965 3.3% 9.3 0.02%
11 NJM
0.1242% 1,897 8.0% 11.8 0.01%
12 VB
Vanguard Morningstar Small-Cap ETF
 0.0539% 1,298 5.0% 22.8 0.01%
13 NAESX
0.0539% 1,302 4.3% 23.6 0.01%
14 VSCIX
0.0539% 1,298 5.0% 22.8 0.01%
15 VSMAX
0.0539% 1,298 5.0% 22.8 0.01%
16 FNDF
Schwab Fundamental International Large Company Index ETF
 0.3381% 823 14.9% 17.0 0.03%
17 PKSFX
3.6038% 26 58.1% 24.7 0.02%
18 PKSAX
3.6038% 26 54.8% 23.1 0.02%
19 PKSCX
3.6038% 26 58.1% 24.7 0.02%
20 VSCRX
3.6038% 26 58.1% 24.7 0.02%
21 FSSNX
0.1630% 1,952 3.2% 7.5 0.02%
22 VBK
Vanguard Morningstar Small-Cap Growth ETF
 0.1216% 550 10.8% 26.4 0.00%
23 VSGIX
0.1216% 550 10.8% 26.4 0.00%
24 VSGAX
0.1216% 550 10.8% 26.4 0.00%
25 VXF
Vanguard Extended Market ETF
 0.0515% 3,322 9.5% 3.8 0.01%
26 VEXAX
0.0515% 3,322 9.5% 3.8 0.01%
27 VEMPX
0.0515% 3,322 9.5% 3.8 0.01%
28 VIEIX
0.0515% 3,322 9.5% 3.8 0.01%
29 IWO
iShares Russell 2000 Growth ETF
 0.2832% 1,114 6.4% -1.2 0.01%
30 SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
 0.2333% 605 5.2% 34.9 0.02%
31 NLO
0.2438% 1,077 14.6% 14.9 0.01%
32 DFAS
Dimensional - US Small Cap ETF
 0.0824% 2,090 2.6% 15.2 0.01%
33 CGOAX
0.8200% 104 26.3% 35.1 0.00%
34 VTMSX
0.2545% 599 5.8% 24.3 0.02%
35 VTSIX
0.2545% 599 5.4% 34.9 0.02%
36 VTWO
Vanguard Russell 2000 ETF
 0.1425% 1,992 3.3% 8.8 0.01%
37 FSMAX
0.0620% 3,181 8.8% 12.6 0.01%
38 SCHA
Schwab U.S. Small-Cap ETF
 0.0984% 1,743 2.8% 15.7 0.02%
39 IJT
iShares S&P Small-Cap 600 Growth ETF
 0.2800% 345 9.5% 47.3 0.01%
40 NJS
0.2300% 459 8.4% 11.4 0.03%
41 VYM
Vanguard High Dividend Yield ETF
 0.0180% 593 26.2% 22.4 0.02%
42 VHYAX
0.0180% 593 26.2% 22.4 0.02%
43 NLT
0.2300% 339 11.9% 29.2 0.01%
44 FNDA
Schwab Fundamental U.S. Small Company Index ETF
 0.1719% 907 3.7% 38.3 0.02%
45 VIOO
Vanguard S&P Small-Cap 600 ETF
 0.2463% 603 5.3% 35.7 0.02%
46 IJS
iShares S&P Small-Cap 600 Value ETF
 0.1900% 462 8.9% 23.9 0.02%
47 DFAC
Dimensional - US Core Equity 2 ETF
 0.0161% 2,537 26.7% 27.5 0.01%
48 DON
WisdomTree U.S. MidCap Dividend Fund
 0.3437% 290 13.0% 19.5 0.03%
49 SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
 0.2836% 347 9.5% 47.2 0.01%
50 FSKAX
0.0070% 3,600 34.8% 51.6 0.01%
51 SLYV
State Street SPDR S&P 600 Small Cap Value ETF
 0.1886% 464 9.0% 23.8 0.02%
52 CWI
State Street SPDR MSCI ACWI ex-US ETF
 0.2822% 1,062 14.9% 22.8 0.02%
53 FDL
First Trust Morningstar Dividend Leaders Index Fund
 0.1000% 100 50.8% 20.3 0.04%
54 DFMC
U.S. Micro Cap Portfolio ETF
 0.0960% 1,732 3.7% 24.8 0.02%
55 VFAIX
0.0507% 410 44.5% 17.3 0.02%
56 VFH
Vanguard Financials ETF
 0.0507% 423 48.2% 18.3 0.02%
57 TBG
TBG Dividend Focus ETF
 2.1200% 37 39.1% 21.6 0.04%
58 KOC
0.4200% 33 73.3% 17.1 0.02%
59 KCE
State Street SPDR S&P Capital Markets ETF
 1.3986% 66 19.1% 18.2 0.02%
60 AVSC
Avantis U.S. Small Cap Equity ETF
 0.1900% 1,515 3.3% 24.0 0.01%
61 DUSG
U.S. Small Cap Growth Portfolio: ETF Class Shares
 0.2712% 573 7.2% 17.2 0.01%
62 IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
 0.3900% 35 74.2% 18.6 0.02%
63 XSHQ
Invesco S&P SmallCap Quality ETF
 1.6861% 115 22.8% 18.9 0.02%
64 FECGX
0.3230% 1,103 6.0% 4.1 0.01%
65 QEFA
State Street SPDR MSCI EAFE StrategicFactors ETF
 0.4728% 594 15.2% 22.8 0.03%
66 VTWG
Vanguard Russell 2000 Growth ETF
 0.2828% 1,129 6.4% -0.6 0.01%
67 SPEU
State Street SPDR Portfolio Europe ETF
 0.6601% 1,566 19.6% 21.3 0.03%
68 DGT
State Street SPDR Global Dow ETF
 0.5978% 156 8.0% 36.3 0.02%
69 ITOT
iShares Core S&P Total U.S. Stock Market ETF
 0.0041% 2,420 33.8% 62.4 0.01%
70 JHMD
John Hancock Investments - Multifactor Developed International ETF
 0.4000% 521 11.8% 20.1 0.03%
71 VIOV
Vanguard S&P Small-Cap 600 Value ETF
 0.2035% 463 8.4% 25.3 0.02%
72 DMRI
DeltaShares S&P International Managed Risk ETF
 1.1700% 1,063 12.2% 18.0 0.02%
73 MVFD
Monarch Volume Factor Dividend Tree ETF
 2.5554% 40 29.9% 20.8 0.03%
74 VTWIX
0.0034% 9,661 22.3% 7515009019972.8 0.02%
75 VT
Vanguard Total World Stock ETF
 0.0034% 9,661 22.3% 7515009019972.8 0.02%
76 VTWAX
0.0034% 9,661 22.3% 7515009019972.8 0.02%
77 DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
 0.0067% 2,518 27.9% 32.6 0.01%
78 VIOG
Vanguard S&P Small-Cap 600 Growth ETF
 0.2949% 347 9.8% 47.0 0.01%
79 AVUS
Avantis U.S. Equity ETF
 0.0200% 1,919 29.9% 39.4 0.01%
80 FZROX
0.0070% 2,631 33.4% 51.3 0.01%
81 DHS
WisdomTree U.S. High Dividend Fund
 0.1646% 316 35.2% 29.2 0.04%
82 EFAX
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
 0.5484% 592 15.1% 22.5 0.02%
83 SCHB
Schwab U.S. Broad Market ETF
 0.0055% 2,380 33.9% 62.5 0.01%
84 OUSM
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF
 0.2900% 110 21.3% 21.3 0.02%
85 VBAIX
0.0037% 3,170 21.6% 62.4 0.01%
86 VBINX
0.0037% 3,219 19.6% 52.8 0.01%
87 VBIAX
0.0037% 3,170 21.6% 62.4 0.01%
88 SMMD
iShares Russell 2500 ETF
 0.0558% 2,474 3.1% 19.4 0.02%
89 RSSL
Global X - Russell 2000 ETF
 0.1500% 1,967 3.3% 7.7 0.02%
90 VITPX
0.0060% 3,015 34.6% 62.4 0.01%
91 VITNX
0.0060% 3,134 32.0% 52.7 0.01%
92 OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
 0.7744% 1,100 11.2% 17.1 0.02%
93 SMCO
Hilton Small-MidCap Opportunity ETF
 1.3300% 62 24.3% 36.6 0.01%
94 FZIPX
0.0710% 2,126 3.3% 18.3 0.02%
95 GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
 0.1700% 1,372 3.6% 0.7 0.01%
96 RWJ
Invesco S&P SmallCap 600 Revenue ETF
 0.0835% 600 14.3% 19.1 0.02%
97 FNY
First Trust Mid Cap Growth AlphaDEX Fund
 0.2900% 225 8.7% -13.4 0.01%
98 CSB
VictoryShares US Small Cap High Div Volatility Wtd ETF
 0.6172% 100 16.0% 24.5 0.04%
99 SPGM
State Street SPDR Portfolio MSCI Global Stock Market ETF
 0.0804% 2,839 22.0% 47.8 0.02%
100 HAPS
Harbor Human Capital Factor US Small Cap ETF
 0.8038% 187 19.5% 22.7 0.02%
101 ISCG
iShares Morningstar Small-Cap Growth ETF
 0.1369% 912 7.3% 9.5 0.01%
102 JKK
iShares Morningstar Small-Cap Growth ETF
 0.1362% 914 7.1% 10.1 0.01%
103 DXUV
U.S. Vector Equity Portfolio ETF Class Shares
 0.0207% 2,258 23.9% 22.8 0.01%
104 DFUS
Dimensional U.S. Equity ETF
 0.0057% 2,210 34.6% 64.3 0.01%
105 BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
 0.1700% 835 4.0% 15.6 0.01%
106 JHSC
John Hancock Investments - Multifactor Small Cap ETF
 0.1700% 491 4.6% 24.2 0.02%
107 HKJ
0.1158% 940 8.3% 22.8 0.01%
108 IWV
iShares Russell 3000 ETF
 0.0055% 2,579 33.7% 62.4 0.01%
109 NMV
0.0056% 2,552 34.3% 54.6 0.01%
110 FNCL
Fidelity MSCI Financials Index ETF
 0.0500% 381 48.4% 17.8 0.02%
111 JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
 0.0400% 671 5.8% 26.3 0.01%
112 DFAU
Dimensional - US Core Equity Market ETF
 0.0077% 2,154 34.0% 42.9 0.01%
113 PRF
Invesco RAFI US 1000 ETF
 0.0099% 992 23.4% 25.7 0.02%
114 ESGV
Vanguard ESG U.S. Stock ETF
 0.0071% 1,207 42.6% 70.4 0.01%
115 FNX
First Trust Mid Cap Core AlphaDEX Fund
 0.0700% 450 4.3% 3.9 0.02%
116 IQIN
IQ 500 International ETF
 0.7800% 499 9.8% 19.3 0.03%
117 FLXSX
0.1790% 1,623 3.6% 11.2 0.01%
118 SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
 0.0054% 1,509 35.1% 66.6 0.01%
119 TPSC
Timothy Plan US Small Cap Core ETF
 0.2000% 447 4.5% 38.8 0.02%
120 QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
 0.2716% 538 5.8% 26.9 0.02%
121 XJR
iShares ESG Select Screened S&P Small-Cap ETF
 0.2600% 548 5.8% 28.4 0.02%
122 BFOR
ALPS ETF Trust - Barron's 400 ETF
 0.2200% 400 3.2% 22.9 0.01%
123 FAD
First Trust Multi Cap Growth AlphaDEX Fund
 0.0900% 674 4.9% 51.6 0.01%
124 DIVB
iShares Core Dividend ETF
 0.0199% 381 33.2% 21.8 0.03%
125 EZM
WisdomTree U.S. MidCap Fund
 0.0427% 503 9.0% 19.0 0.02%
126 VTHR
Vanguard Russell 3000 ETF
 0.0057% 2,980 34.7% 63.1 0.01%
127 DFSU
Dimensional - US Sustainability Core 1 ETF
 0.0152% 1,967 30.7% 39.3 0.01%
128 PQIN
PGIM Quant Solutions Strategic Alpha International Equity ETF
 0.2200% 449 2.5% 25.1 0.03%
129 FSGS
First Trust SMID Growth Strength ETF
 0.9900% 100 11.2% 30.8 0.01%
130 DTD
WisdomTree U.S. Total Dividend Fund
 0.0174% 805 23.6% 26.9 0.02%
131 PSCF
Invesco S&P SmallCap Financials ETF
 0.9220% 160 15.3% 20.1 0.03%
132 WSML
iShares MSCI World Small-Cap ETF
 0.0391% 3,661 2.5% 20.4 0.02%
133 HFXE
IQ 50 Percent Hedged FTSE Europe ETF
 1.2700% 182 16.8% 24.5 0.02%
134 ITWO
ProShares Russell 2000 High Income ETF
 0.1315% 1,961 3.1% 9.2 0.02%
135 NZAC
State Street SPDR MSCI ACWI Climate Paris Aligned ETF
 0.1158% 594 28.5% 51.6 0.01%
136 HKG
0.0797% 1,533 4.5% 18.8 0.02%
137 RFLR
Innovator U.S. Small Cap Managed Floor ETF
 0.1900% 823 3.8% 8.7 0.02%
138 URTY LEV
ProShares - UltraPro Russell2000
 0.0672% 1,964 22.8% 9.2 0.02%
139 FTKI
First Trust Small Cap BuyWrite Income ETF
 0.7100% 198 18.9% 1.7 0.01%
140 MSML
iShares MSCI USA Small-Cap ETF
 0.0600% 1,657 4.0% 21.1 0.02%
141 FNDB
Schwab Fundamental U.S. Broad Market Index ETF
 0.0106% 1,613 20.8% 23.8 0.02%
142 MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
 0.0227% 1,818 6.1% 16.1 0.01%
143 BKSE
BNY Mellon US Small Cap Core Equity ETF
 0.1800% 590 4.0% 17.2 0.02%
144 STXK
Strive Small-Cap ETF
 0.1800% 600 3.5% 11.7 0.02%
145 SMLL
Harbor Active Small Cap ETF (SMLL)
 0.9913% 50 37.8% 46.1 0.01%
146 AVSCX
0.1100% 1,108 3.7% 10.0 0.01%
147 TILT
Northern Trust Morningstar US Market Factor Tilt ETF
 0.0058% 1,894 26.0% 49.9 0.01%
148 PXUS
Principal International Adaptive Multi-Factor ETF
 1.1902% 691 13.7% 25.9 0.03%
149 EBI
Longview Advantage ETF
 0.0200% 1,731 27.1% 21.1 0.01%
150 FSML
Franklin Small Cap Enhanced ETF
 0.0800% 300 13.0% 8.6 0.01%
151 UWM LEV
ProShares - Ultra Russell2000
 0.0567% 1,963 39.1% 9.2 0.02%
152 AVSU
Avantis Responsible U.S. Equity ETF
 0.0200% 1,353 32.6% 42.1 0.01%
153 DEW
WisdomTree Global High Dividend Fund
 0.0585% 670 16.9% 20.7 0.04%
154 AOA
iShares Core 80/20 Aggressive Allocation ETF
 0.0028% 6,484 18.1% 50.1 0.02%
155 QWLD
State Street SPDR MSCI World StrategicFactors ETF
 0.0520% 1,180 17.7% 34.9 0.02%
156 AOR
iShares Core 60/40 Balanced Allocation ETF
 0.0021% 6,484 13.8% 50.1 0.02%
157 ADSIX
0.0200% 154 53.6% 137.7 0.01%
158 IWMW
iShares Russell 2000 BuyWrite ETF
 0.1377% 1,963 3.3% 9.3 0.02%
159 IVSI
Applied Finance IVS International Large ETF
 0.7300% 68 23.7% 27.9 0.03%
160 HEJD
VictoryShares Hedged Equity Income ETF
 0.1632% 192 26.9% 15.7 0.05%
161 GENY
Principal Millennial Global Growth ETF
 0.4973% 141 29.9% 8.1 0.04%
162 VLU
State Street SPDR S&P 1500 Value Tilt ETF
 0.0070% 1,451 18.9% 32.9 0.02%
163 QSML
WisdomTree U.S. SmallCap Quality Growth Fund
 0.4183% 375 7.1% -4.7 0.01%
164 AVTM
Avantis Total Equity Markets ETF 1
 0.0100% 1,702 40.6% 45.5 0.01%
165 SAA LEV
ProShares - Ultra SmallCap600
 0.1807% 602 4.1% 34.9 0.02%
166 MFUS
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
 0.0100% 913 16.0% 54.4 0.02%
167 GRPZ
Invesco S&P SmallCap 600 GARP ETF
 1.2628% 87 19.5% 17.3 0.01%
168 EBIT
Harbor AlphaEdge Small Cap Earners ETF (EBIT)
 0.2551% 595 8.3% 21.0 0.03%
169 EUMV
iShares Edge MSCI Min Vol Europe ETF
 0.0500% 45 5.2% 41.6 0.01%
170 CSA
VictoryShares US Small Cap Volatility Wtd ETF
 0.1475% 499 4.2% 9.4 0.02%
171 AOM
iShares Core 40/60 Moderate Allocation ETF
 0.0015% 6,484 9.3% 50.1 0.02%
172 SCDS
JPMorgan Fundamental Data Science Small Core ETF
 0.2800% 271 9.2% 1.8 0.01%
173 PQSG
PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Growth ETF
 0.1800% 533 3.1% 11.8 0.01%
174 PJSM
PGIM Jennison Small-Mid Cap Core Equity ETF
 0.3715% 249 19.8% 13.8 0.01%
175 KBFR
Innovator U.S. Small Cap Managed 10 Buffer ETF
 0.1500% 819 3.1% 6.8 0.02%
176 STSB
iShares Factors US Small Blend Style ETF
 0.2400% 840 6.2% -0.4 0.04%
177 SQLT
iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF
 0.1677% 486 9.0% 24.8 0.01%
178 AOK
iShares Core 30/70 Conservative Allocation ETF
 0.0011% 6,484 7.0% 50.1 0.02%
179 CSF
VictoryShares US Discovery Enhanced Volatility Wtd ETF
 0.0353% 499 1.0% 9.4 0.02%
180 DDDD
YieldMax U.S. Stocks Target Double Distribution ETF
 0.1000% 98 41.3% 24.7 0.03%
181 FVI
First Trust Total US Market AlphaDEX ETF
 0.0300% 410 0.3% 29.6 0.02%
182 HDG
ProShares - Hedge Replication ETF
 0.0223% 1,960 0.5% 9.2 0.02%
183 ITDF
iShares LifePath Target Date 2050 ETF
 0.0040% 7,948 19.6% 47.8 0.02%
184 ITDE
iShares LifePath Target Date 2045 ETF
 0.0033% 7,963 17.8% 47.8 0.02%
185 ITDD
iShares LifePath Target Date 2040 ETF
 0.0025% 7,963 15.8% 47.9 0.02%
186 ITDG
iShares LifePath Target Date 2055 ETF
 0.0044% 7,948 20.8% 47.5 0.02%
187 ITDH
iShares LifePath Target Date 2060 ETF
 0.0044% 7,948 21.1% 47.4 0.02%
188 ITDC
iShares LifePath Target Date 2035 ETF
 0.0016% 7,963 13.9% 48.2 0.02%
189 MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
 0.0014% 1,488 36.9% 92.1 0.01%
190 RB
ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF
 0.1221% 1,953 2.9% 8.9 0.02%
191 ITDI
iShares LifePath Target Date 2065 ETF
 0.0044% 7,948 21.1% 47.4 0.02%
192 GTPE
Goldman Sachs MSCI World Private Equity Return Tracker ETF
 —% 1,572 18.9% 40.8 0.01%
193 ITDJ
iShares LifePath Target Date 2070 ETF
 0.0044% 7,948 21.1% 47.4 0.02%
194 ITDB
iShares LifePath Target Date 2030 ETF
 0.0007% 7,963 11.3% 48.8 0.02%
195 AVUC
Avantis U.S. Core Equity ETF
 —% 1,593 36.9% 55.3 0.01%
196 IRTR
iShares LifePath Retirement ETF
 0.0007% 7,963 8.6% 48.8 0.02%
197 ISCB
iShares Morningstar Small-Cap ETF
 0.0700% 1,560 3.5% 14.8 0.01%
198 JKJ
iShares Morningstar Small-Cap ETF
 0.0600% 1,661 4.2% 20.8 0.01%
199 JIDA
JPMorgan ActiveBuilders International Equity ETF
 —% 100 —% — —%
200 VMAT
V-Shares MSCI World ESG Materiality and Carbon Transition ETF
 0.8600% 244 25.2% 24.5 0.02%
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