Marshall Wace

Marshall Wace Portfolio holdings

AUM $91B
1-Year Est. Return 29.01%
This Quarter Est. Return
1 Year Est. Return
+29.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.1B
AUM Growth
-$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,418
New
Increased
Reduced
Closed

Top Buys

1
+$554M
2
+$446M
3
+$435M
4
VZ icon
Verizon
VZ
+$308M
5
AVGO icon
Broadcom
AVGO
+$289M

Top Sells

1
+$560M
2
+$505M
3
+$470M
4
META icon
Meta Platforms (Facebook)
META
+$467M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$467M

Sector Composition

1 Financials 20.48%
2 Technology 17.95%
3 Healthcare 17.7%
4 Consumer Discretionary 12.3%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2901
– –
-65,412
2902
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-1,673,469
2903
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0
2904
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-6,251
2905
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-267,275
2906
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-591,459
2907
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-52,914
2908
– –
0
2909
– –
-1,323,072
2910
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0
2911
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0
2912
– –
-691,345
2913
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-27,321
2914
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-221,123
2915
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-43,798
2916
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0
2917
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-605,225
2918
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-322,451
2919
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0
2920
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-27,222
2921
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0
2922
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0
2923
– –
-143,486
2924
– –
-705,932
2925
– –
-1,169,916
115 116
117
118 119