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
4001
– –
-23,454
4002
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-200,308
4003
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-5,496
4004
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-6,914
4005
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4006
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-66,876
4007
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-141,797
4008
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-445
4009
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-339,890
4010
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-561
4011
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-8,174
4012
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-2,492
4013
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-7,667
4014
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-36,102
4015
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-7,160
4016
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-79,135
4017
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-7,627
4018
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-300,632
4019
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-3,325
4020
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-77,182
4021
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-727
4022
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-8,923
4023
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-300
4024
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0
4025
– –
-522
159 160
161
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