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 17.93%
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
3601
– –
-1,529
3602
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-241
3603
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-43,770
3604
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-14,341
3605
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-110,200
3606
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-17,660
3607
– –
-3,462
3608
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-300
3609
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-417
3610
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-833,082
3611
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-7,436
3612
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-9,662
3613
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-1,246,666
3614
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-98,288
3615
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-12,348
3616
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0
3617
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-3,625
3618
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-1,640
3619
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-2,441
3620
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-20,715
3621
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-132,750
3622
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-31,401
3623
– –
0
3624
– –
-182,305
3625
– –
-149,850
143 144
145
146 147