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
$60.4B
AUM Growth
+$8.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,708
New
Increased
Reduced
Closed

Top Buys

1
+$433M
2
+$402M
3
+$366M
4
PG icon
Procter & Gamble
PG
+$331M
5
KO icon
Coca-Cola
KO
+$299M

Top Sells

1
+$420M
2
+$371M
3
+$312M
4
KVUE icon
Kenvue
KVUE
+$293M
5
JPM icon
JPMorgan Chase
JPM
+$281M

Sector Composition

1 Technology 17.84%
2 Healthcare 14.38%
3 Consumer Discretionary 13.82%
4 Financials 8.3%
5 Communication Services 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$20.7M 0.03%
+480,519
427
$20.7M 0.03%
177,717
+92,159
428
$20.5M 0.03%
1,553,445
+1,353,983
429
$20.5M 0.03%
349,435
+20,801
430
$20.5M 0.03%
237,581
+192,613
431
$20.2M 0.03%
542,013
+316,019
432
$20.2M 0.03%
2,764,423
+2,436,523
433
$20.2M 0.03%
+330,255
434
$20.1M 0.03%
150,996
-347,508
435
$20.1M 0.03%
455,995
-285,726
436
$20.1M 0.03%
+622,375
437
$19.9M 0.03%
+710,824
438
$19.9M 0.03%
133,812
-439,617
439
$19.7M 0.03%
1,048,544
+651,142
440
$19.7M 0.03%
+282,718
441
$19.7M 0.03%
158,748
+152,537
442
$19.3M 0.03%
261,234
-81,021
443
$19.3M 0.03%
1,000,423
-670,081
444
$19.3M 0.03%
+390,341
445
$19.2M 0.03%
+442,683
446
$19.2M 0.03%
+176,958
447
$19.1M 0.03%
403,881
+255,388
448
$19M 0.03%
165,350
-27,441
449
$19M 0.03%
327,824
-139,753
450
$18.8M 0.03%
+1,998,544
16 17
18
19 20