Marshall Wace Portfolio holdings
AUM
$84.1B
1-Year Return
27.54%
This Quarter Return
+8.73%
1 Year Return
+27.54%
3 Year Return
+105.03%
5 Year Return
+179.94%
10 Year Return
+445.45%
AUM
$40.6B
AUM Growth
+$1.8B
(+4.6%)
Cap. Flow
-$667M
Cap. Flow
% of AUM
-1.64%
Top 10 Holdings %
Top 10 Hldgs %
14.98%
Holding
3,307
New
654
Increased
625
Reduced
659
Closed
844
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$477M |
| 2 |
Walmart
WMT
|
$432M |
| 3 |
Microsoft
MSFT
|
$331M |
| 4 |
Amazon
AMZN
|
$329M |
| 5 |
GE Aerospace
GE
|
$300M |
Top Sells
| 1 |
lululemon athletica
LULU
|
$276M |
| 2 |
Cigna
CI
|
$274M |
| 3 |
Exxon Mobil
XOM
|
$272M |
| 4 |
Bank of America
BAC
|
$253M |
| 5 |
Qualcomm
QCOM
|
$234M |
Sector Composition
| 1 | Healthcare | 19.67% |
| 2 | Technology | 16.71% |
| 3 | Consumer Discretionary | 16.19% |
| 4 | Financials | 11.48% |
| 5 | Industrials | 7.3% |
